Selective Wealth Management’s FedEx FDX Stock Holding History

Selective 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
2022 Q4	–	Sell	-710	Closed	-$105K	–	320
2022 Q3	$105K	Sell	710 -100	-12%	-$21.1K	0.05%	202
2022 Q2	$184K	Hold	810	–	–	0.07%	151
2022 Q1	$187K	Hold	810	–	–	0.07%	142
2021 Q4	$209K	Hold	810	–	–	0.09%	119
2021 Q3	$178K	Buy	810 +150	+23%	+$40.7K	0.09%	120
2021 Q2	$197K	Sell	660 -40	-6%	-$11.9K	0.16%	70
2021 Q1	$199K	Buy	+700	New	+$180K	0.18%	56
2020 Q3	–	Sell	-200	Closed	-$28K	–	347
2020 Q2	$28K	Buy	+200	New	+$25.2K	0.02%	141

Other funds holding FDX

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Selective Wealth Management's FDX Position: Q4 2022 in Review

Selective Wealth Management sold out of FedEx (FDX) in Q4 2022, closing a stake of 710 shares — an estimated $105K sold.

Selective Wealth Management first reported a position in FDX in Q2 2020 and held it in 8 quarters. The position peaked at $209K in Q4 2021. 1,512 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

Selective Wealth Management reported no remaining FedEx position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 710 FedEx shares in Q4 2022, an estimated $105K.
Selective Wealth Management first reported a position in FedEx in Q2 2020 and held it in 8 quarters.
Selective Wealth Management's FedEx position peaked at $209K in Q4 2021.
1,512 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.