SkyOak Wealth’s FedEx FDX Stock Holding History

SkyOak Wealth’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 Q2	–	Sell	-1,435	Closed	-$332K	–	233
2022 Q1	$332K	Hold	1,435	–	–	0.09%	164
2021 Q4	$371K	Buy	1,435 +75	+6%	+$18K	0.09%	155
2021 Q3	$298K	Buy	+1,360	New	+$369K	0.08%	174

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

SkyOak Wealth's FDX Position: Q2 2022 in Review

SkyOak Wealth sold out of FedEx (FDX) in Q2 2022, closing a stake of 1,435 shares — an estimated $332K sold.

SkyOak Wealth first reported a position in FDX in Q3 2021 and held it in 3 quarters. The position peaked at $371K in Q4 2021. 1,644 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

SkyOak Wealth reported no remaining FedEx position as of Q2 2022 after selling out during the quarter.
SkyOak Wealth sold 1,435 FedEx shares in Q2 2022, an estimated $332K.
SkyOak Wealth first reported a position in FedEx in Q3 2021 and held it in 3 quarters.
SkyOak Wealth's FedEx position peaked at $371K in Q4 2021.
1,644 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on SkyOak Wealth's 13F filing for Q2 2022, filed 26 Jul 2022.