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Realta Investment Advisors’s FedEx FDX Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-1,750
Closed -$525K – 478
2024
Q2 		$525K Buy
1,750
+185
+12% +$48.4K 0.1% 214
2024
Q1 		$453K Sell
1,565
-44
-3% -$11K 0.09% 249
2023
Q4 		$407K Sell
1,609
-163
-9% -$41.4K 0.09% 250
2023
Q3 		$439K Sell
1,772
-1,200
-40% -$312K 0.1% 229
2023
Q2 		$737K Buy
2,972
+31
+1% +$7.09K 0.16% 148
2023
Q1 		$672K Sell
2,941
-124
-4% -$25.2K 0.16% 147
2022
Q4 		$531K Sell
3,065
-305
-9% -$50.7K 0.13% 199
2022
Q3 		$500K Buy
3,370
+97
+3% +$20.5K 0.13% 193
2022
Q2 		$732K Sell
3,273
-283
-8% -$60.4K 0.18% 132
2022
Q1 		$823K Buy
3,556
+862
+32% +$203K 0.16% 139
2021
Q4 		$697K Sell
2,694
-154
-5% -$37K 0.15% 163
2021
Q3 		$624K Sell
2,848
-63
-2% -$17.1K 0.15% 171
2021
Q2 		$868K Sell
2,911
-257
-8% -$76.3K 0.21% 124
2021
Q1 		$900K Buy
3,168
+65
+2% +$16.7K 0.24% 109
2020
Q4 		$806K Sell
3,103
-39
-1% -$10.8K 0.23% 106
2020
Q3 		$790K Buy
3,142
+820
+35% +$164K 0.26% 89
2020
Q2 		$326K Sell
2,322
-79
-3% -$9.94K 0.11% 236
2020
Q1 		$291K Sell
2,401
-1,528
-39% -$215K 0.13% 211
2019
Q4 		$629K Buy
3,929
+204
+5% +$31.4K 0.17% 153
2019
Q3 		$545K Buy
3,725
+827
+29% +$133K 0.15% 164
2019
Q2 		$475K Buy
2,898
+852
+42% +$149K 0.13% 178
2019
Q1 		$371K Buy
+2,046
New +$362K 0.17% 175

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Realta Investment Advisors's FDX Position: Q3 2024 in Review

Realta Investment Advisors sold out of FedEx (FDX) in Q3 2024, closing a stake of 1,750 shares — an estimated $525K sold.

Realta Investment Advisors first reported a position in FDX in Q1 2019 and held it in 22 quarters. The position peaked at $900K in Q1 2021. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Realta Investment Advisors reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,750 FedEx shares in Q3 2024, an estimated $525K.
  • Realta Investment Advisors first reported a position in FedEx in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's FedEx position peaked at $900K in Q1 2021.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.