RKL Wealth Management’s FedEx FDX Stock Holding History

RKL 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
2024 Q4	–	Sell	-731	Closed	-$200K	–	175
2024 Q3	$200K	Buy	+731	New	+$212K	0.02%	161

Other funds holding FDX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RKL Wealth Management's FDX Position: Q4 2024 in Review

RKL Wealth Management sold out of FedEx (FDX) in Q4 2024, closing a stake of 731 shares — an estimated $200K sold.

RKL Wealth Management first reported a position in FDX in Q3 2024 and held it in 1 quarter. The position peaked at $200K in Q3 2024. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

RKL Wealth Management reported no remaining FedEx position as of Q4 2024 after selling out during the quarter.
RKL Wealth Management sold 731 FedEx shares in Q4 2024, an estimated $200K.
RKL Wealth Management first reported a position in FedEx in Q3 2024 and held it in 1 quarter.
RKL Wealth Management's FedEx position peaked at $200K in Q3 2024.
1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on RKL Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.