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Safeguard Investment Advisory Group’s FedEx FDX Stock Holding History

Safeguard Investment Advisory Group’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
-189
Closed -$49K – 280
2020
Q4 		$49K Buy
+189
New +$52.3K 0.04% 202

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

Safeguard Investment Advisory Group's FDX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of FedEx (FDX) in Q1 2021, closing a stake of 189 shares — an estimated $49K sold.

Safeguard Investment Advisory Group first reported a position in FDX in Q4 2020 and held it in 1 quarter. The position peaked at $49K in Q4 2020. 1,593 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining FedEx position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 189 FedEx shares in Q1 2021, an estimated $49K.
  • Safeguard Investment Advisory Group first reported a position in FedEx in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's FedEx position peaked at $49K in Q4 2020.
  • 1,593 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.