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Ropes Wealth Advisors’s FedEx FDX Stock Holding History

Ropes 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
2023
Q3 		– Sell
-842
Closed -$209K – 262
2023
Q2 		$209K Buy
+842
New +$193K 0.03% 269
2022
Q3 		– Sell
-978
Closed -$222K – 267
2022
Q2 		$222K Buy
978
+78
+9% +$16.6K 0.05% 245
2022
Q1 		$208K Hold
900
– – 0.04% 278
2021
Q4 		$233K Buy
+900
New +$216K 0.04% 249
2021
Q1 		– Sell
-1
Closed – – 439
2020
Q4 		$0 Buy
+1
New +$277 ﹤0.01% 836
2020
Q2 		– Sell
-25
Closed -$3K – 580
2020
Q1 		$3K Sell
25
-346
-93% -$48.7K ﹤0.01% 479
2019
Q4 		$56K Sell
371
-189
-34% -$29.1K 0.01% 326
2019
Q3 		$82K Buy
560
+85
+18% +$13.7K 0.02% 291
2019
Q2 		$78K Sell
475
-531
-53% -$93K 0.02% 297
2019
Q1 		$182K Sell
1,006
-142
-12% -$25.1K 0.05% 226
2018
Q4 		$185K Buy
1,148
+316
+38% +$66.8K 0.05% 213
2018
Q3 		$200K Hold
832
– – 0.05% 228
2018
Q2 		$189K Sell
832
-20
-2% -$4.95K 0.05% 228
2018
Q1 		$205K Sell
852
-204
-19% -$51.6K 0.06% 215
2017
Q4 		$264K Buy
1,056
+154
+17% +$35.2K 0.07% 198
2017
Q3 		$203K Hold
902
– – 0.06% 213
2017
Q2 		$196K Sell
902
-154
-15% -$30.4K 0.06% 213
2017
Q1 		$206K Sell
1,056
-96
-8% -$18.3K 0.06% 212
2016
Q4 		$215K Buy
1,152
+715
+164% +$131K 0.07% 196
2016
Q3 		$76K Sell
437
-140
-24% -$22.9K 0.03% 260
2016
Q2 		$88K Buy
577
+140
+32% +$22.7K 0.03% 238
2016
Q1 		$71K Sell
437
-379
-46% -$52.7K 0.03% 200
2015
Q4 		$122K Buy
816
+515
+171% +$79.7K 0.05% 187
2015
Q3 		$43K Hold
301
– – 0.02% 265
2015
Q2 		$51K Hold
301
– – 0.03% 194
2015
Q1 		$50K Buy
+301
New +$52.3K 0.03% 191

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ropes Wealth Advisors's FDX Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of FedEx (FDX) in Q3 2023, closing a stake of 842 shares — an estimated $209K sold.

Ropes Wealth Advisors first reported a position in FDX in Q1 2015 and held it in 26 quarters. The position peaked at $264K in Q4 2017. 1,673 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

  • Ropes Wealth Advisors reported no remaining FedEx position as of Q3 2023 after selling out during the quarter.
  • Ropes Wealth Advisors sold 842 FedEx shares in Q3 2023, an estimated $209K.
  • Ropes Wealth Advisors first reported a position in FedEx in Q1 2015 and held it in 26 quarters.
  • Ropes Wealth Advisors's FedEx position peaked at $264K in Q4 2017.
  • 1,673 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.