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ShoreHaven Wealth Partners’s FedEx FDX Stock Holding History

ShoreHaven Wealth Partners’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
Q2 		– Sell
-321
Closed -$91K – 125
2021
Q1 		$91K Buy
321
+47
+17% +$12.1K 0.05% 89
2020
Q4 		$71K Buy
+274
New +$75.9K 0.04% 94

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ShoreHaven Wealth Partners's FDX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of FedEx (FDX) in Q2 2021, closing a stake of 321 shares — an estimated $91K sold.

ShoreHaven Wealth Partners first reported a position in FDX in Q4 2020 and held it in 2 quarters. The position peaked at $91K in Q1 2021. 1,604 funds tracked by Wall St. Rank hold FDX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining FedEx position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 321 FedEx shares in Q2 2021, an estimated $91K.
  • ShoreHaven Wealth Partners first reported a position in FedEx in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's FedEx position peaked at $91K in Q1 2021.
  • 1,604 funds tracked by Wall St. Rank held FedEx as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.