SPWM
FDX icon

Spartan Planning & Wealth Management’s FedEx FDX Stock Holding History

Spartan Planning & 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
2023
Q4 		$89K Buy
352
+261
+287% +$66.3K 0.09% 106
2023
Q3 		$24.1K Buy
+91
New +$23.7K 0.03% 101
2022
Q3 		– Sell
-89
Closed -$20K – 92
2022
Q2 		$20K Buy
+89
New +$19K 0.03% 68

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Spartan Planning & Wealth Management's FDX Position: Q4 2023 in Review

Spartan Planning & Wealth Management increased its FedEx (FDX) stake by 287% in Q4 2023, buying an estimated $66.3K and bringing the position to 352 shares worth $89K. The position accounts for 0.09% of the portfolio, ranked #106.

Spartan Planning & Wealth Management first reported a position in FDX in Q2 2022 and has held it in 3 quarters since. 1,741 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • Spartan Planning & Wealth Management held 352 shares of FedEx worth $89K as of Q4 2023.
  • Spartan Planning & Wealth Management bought 261 FedEx shares in Q4 2023, an estimated $66.3K.
  • FedEx made up 0.09% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #106 holding.
  • Spartan Planning & Wealth Management first reported a position in FedEx in Q2 2022 and has held it in 3 quarters since.
  • 1,741 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.