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Sound View Wealth Advisors’s FedEx FDX Stock Holding History

Sound View 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
2019
Q1 		$248K Sell
1,365
-47
-3% -$8.31K 0.08% 212
2018
Q4 		$228K Buy
+1,412
New +$299K 0.08% 209

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's FDX Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its FedEx (FDX) stake by 3.3% in Q1 2019, selling an estimated $8.31K and leaving 1,365 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #212.

Sound View Wealth Advisors first reported a position in FDX in Q4 2018 and has held it in 2 quarters since. 1,331 funds tracked by Wall St. Rank hold FDX as of Q1 2019.

  • Sound View Wealth Advisors held 1,365 shares of FedEx worth $248K as of Q1 2019.
  • Sound View Wealth Advisors sold 47 FedEx shares in Q1 2019, an estimated $8.31K.
  • FedEx made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #212 holding.
  • Sound View Wealth Advisors first reported a position in FedEx in Q4 2018 and has held it in 2 quarters since.
  • 1,331 funds tracked by Wall St. Rank held FedEx as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.