Reilly Financial Advisors’s FedEx FDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $169K | Buy |
655
+57
| +10% | +$13.7K | 0.01% | 224 |
|
|
2021
Q3 | $131K | Hold |
598
| – | – | 0.01% | 233 |
|
|
2021
Q2 | $178K | Buy |
598
+33
| +6% | +$9.79K | 0.01% | 220 |
|
|
2021
Q1 | $160K | Hold |
565
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $147K | Sell |
565
-100
| -15% | -$27.7K | 0.01% | 217 |
|
|
2020
Q3 | $167K | Hold |
665
| – | – | 0.02% | 193 |
|
|
2020
Q2 | $93K | Sell |
665
-115
| -15% | -$14.5K | 0.01% | 238 |
|
|
2020
Q1 | $95K | Buy |
780
+50
| +7% | +$7.04K | 0.01% | 226 |
|
|
2019
Q4 | $110K | Hold |
730
| – | – | 0.01% | 232 |
|
|
2019
Q3 | $106K | Buy |
730
+65
| +10% | +$10.5K | 0.01% | 242 |
|
|
2019
Q2 | $109K | Sell |
665
-2
| -0.3% | -$350 | 0.01% | 239 |
|
|
2019
Q1 | $121K | Buy |
667
+105
| +19% | +$18.6K | 0.02% | 217 |
|
|
2018
Q4 | $91K | Buy |
562
+400
| +247% | +$84.6K | 0.01% | 234 |
|
|
2018
Q3 | $39K | Hold |
162
| – | – | 0.01% | 411 |
|
|
2018
Q2 | $37K | Sell |
162
-300
| -65% | -$74.3K | 0.01% | 364 |
|
|
2018
Q1 | $111K | Sell |
462
-237
| -34% | -$59.9K | 0.02% | 209 |
|
|
2017
Q4 | $174K | Hold |
699
| – | – | 0.02% | 178 |
|
|
2017
Q3 | $158K | Hold |
699
| – | – | 0.02% | 171 |
|
|
2017
Q2 | $152K | Buy |
699
+300
| +75% | +$59.2K | 0.02% | 174 |
|
|
2017
Q1 | $78K | Hold |
399
| – | – | 0.01% | 233 |
|
|
2016
Q4 | $74K | Buy |
399
+309
| +343% | +$56.7K | 0.01% | 226 |
|
|
2016
Q3 | $16K | Hold |
90
| – | – | ﹤0.01% | 443 |
|
|
2016
Q2 | $14K | Sell |
90
-10
| -10% | -$1.62K | ﹤0.01% | 438 |
|
|
2016
Q1 | $16K | Buy |
+100
| New | +$13.9K | ﹤0.01% | 644 |
|
|
2015
Q4 | – | Sell |
-60
| Closed | -$9.28K | – | 1271 |
|
|
2015
Q3 | $9K | Hold |
60
| – | – | ﹤0.01% | 808 |
|
|
2015
Q2 | $10K | Hold |
60
| – | – | ﹤0.01% | 860 |
|
|
2015
Q1 | $10K | Hold |
60
| – | – | ﹤0.01% | 846 |
|
|
2014
Q4 | $10K | Hold |
60
| – | – | ﹤0.01% | 507 |
|
|
2014
Q3 | $10K | Hold |
60
| – | – | ﹤0.01% | 520 |
|
|
2014
Q2 | $9K | Hold |
60
| – | – | ﹤0.01% | 570 |
|
|
2014
Q1 | $8K | Hold |
60
| – | – | ﹤0.01% | 586 |
|
|
2013
Q4 | $9K | Hold |
60
| – | – | ﹤0.01% | 559 |
|
|
2013
Q3 | $7K | Hold |
60
| – | – | ﹤0.01% | 538 |
|
|
2013
Q2 | $6K | Buy |
+60
| New | +$5.83K | ﹤0.01% | 581 |
|
Other funds holding FDX
Reilly Financial Advisors's FDX Position: Q4 2021 in Review
Reilly Financial Advisors increased its FedEx (FDX) stake by 9.5% in Q4 2021, buying an estimated $13.7K and bringing the position to 655 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #224.
Reilly Financial Advisors first reported a position in FDX in Q2 2013 and has held it in 34 quarters since. The position peaked at $178K in Q2 2021. 1,685 funds tracked by Wall St. Rank hold FDX as of Q4 2021.
- Reilly Financial Advisors held 655 shares of FedEx worth $169K as of Q4 2021.
- Reilly Financial Advisors bought 57 FedEx shares in Q4 2021, an estimated $13.7K.
- FedEx made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #224 holding.
- Reilly Financial Advisors first reported a position in FedEx in Q2 2013 and has held it in 34 quarters since.
- Reilly Financial Advisors's FedEx position peaked at $178K in Q2 2021.
- 1,685 funds tracked by Wall St. Rank held FedEx as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.