Roberts Wealth Advisors’s FedEx FDX Stock Holding History

Roberts Wealth 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 Q2	–	Sell	-5,804	Closed	-$1.55M	–	93
2024 Q1	$1.55M	Buy	+5,804	New	+$1.45M	0.58%	54
2023 Q4	–	Sell	-7,211	Closed	-$1.79M	–	65
2023 Q3	$1.79M	Buy	7,211 +72	+1%	+$18.7K	0.78%	45
2023 Q2	$1.77M	Sell	7,139 -34	-0.5%	-$7.78K	0.78%	44
2023 Q1	$1.62M	Buy	7,173 +104	+1%	+$21.1K	0.75%	45
2022 Q4	$1.25M	Sell	7,069 -185	-3%	-$30.7K	0.6%	51
2022 Q3	$1.13M	Buy	7,254 +335	+5%	+$70.7K	0.55%	53
2022 Q2	$1.59M	Buy	6,919 +1,007	+17%	+$215K	0.7%	44
2022 Q1	$1.31M	Buy	5,912 +1,190	+25%	+$280K	0.51%	55
2021 Q4	$1.22M	Buy	4,722 +1,241	+36%	+$298K	0.44%	62
2021 Q3	$763K	Buy	+3,481	New	+$945K	0.3%	70

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Roberts Wealth Advisors's FDX Position: Q2 2024 in Review

Roberts Wealth Advisors sold out of FedEx (FDX) in Q2 2024, closing a stake of 5,804 shares — an estimated $1.55M sold.

Roberts Wealth Advisors first reported a position in FDX in Q3 2021 and held it in 10 quarters. The position peaked at $1.79M in Q3 2023. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

Roberts Wealth Advisors reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
Roberts Wealth Advisors sold 5,804 FedEx shares in Q2 2024, an estimated $1.55M.
Roberts Wealth Advisors first reported a position in FedEx in Q3 2021 and held it in 10 quarters.
Roberts Wealth Advisors's FedEx position peaked at $1.79M in Q3 2023.
1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on Roberts Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.