PRW Wealth Management’s FedEx FDX Stock Holding History

PRW Wealth Management’s Portfolio FDX Stock Details FDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$398K	Hold	1,681	–	–	0.15%	55
2023 Q2	$428K	Buy	1,681 +5	+0.3%	+$1.14K	0.15%	36
2023 Q1	$382K	Hold	1,676	–	–	0.15%	65
2022 Q4	$290K	Sell	1,676 -41	-2%	-$6.81K	0.12%	48
2022 Q3	$256K	Buy	+1,717	New	+$362K	0.12%	71
2019 Q2	–	Sell	-249	Closed	-$45K	–	280
2019 Q1	$45K	Sell	249 -58	-19%	-$10.3K	0.04%	150
2018 Q4	$49K	Buy	+307	New	+$64.9K	0.06%	135

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PRW Wealth Management's FDX Position: Q3 2023 in Review

PRW Wealth Management held its FedEx (FDX) position steady in Q3 2023 at 1,681 shares worth $398K. The position accounts for 0.15% of the portfolio, ranked #55.

PRW Wealth Management first reported a position in FDX in Q4 2018 and has held it in 7 quarters since. The position peaked at $428K in Q2 2023. 1,673 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

PRW Wealth Management held 1,681 shares of FedEx worth $398K as of Q3 2023.
PRW Wealth Management left its FedEx share count unchanged in Q3 2023.
FedEx made up 0.15% of PRW Wealth Management's portfolio in Q3 2023, its #55 holding.
PRW Wealth Management first reported a position in FedEx in Q4 2018 and has held it in 7 quarters since.
PRW Wealth Management's FedEx position peaked at $428K in Q2 2023.
1,673 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.