RWB
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RMR Wealth Builders’s FedEx FDX Stock Holding History

RMR Wealth Builders’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
2021
Q1 		– Sell
-103
Closed -$27K – 796
2020
Q4 		$27K Buy
+103
New +$28.5K 0.01% 323
2020
Q3 		– Sell
-345
Closed -$48K – 305
2020
Q2 		$48K Buy
+345
New +$43.4K 0.04% 225
2019
Q4 		$42K Buy
+275
New +$42.4K 0.04% 248

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RMR Wealth Builders's FDX Position: Q1 2021 in Review

RMR Wealth Builders sold out of FedEx (FDX) in Q1 2021, closing a stake of 103 shares — an estimated $27K sold.

RMR Wealth Builders first reported a position in FDX in Q4 2019 and held it in 3 quarters. The position peaked at $48K in Q2 2020. 1,593 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

  • RMR Wealth Builders reported no remaining FedEx position as of Q1 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 103 FedEx shares in Q1 2021, an estimated $27K.
  • RMR Wealth Builders first reported a position in FedEx in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's FedEx position peaked at $48K in Q2 2020.
  • 1,593 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on RMR Wealth Builders's 13F filing for Q1 2021, filed 13 May 2021.