Summit Financial Wealth Advisors’s FedEx FDX Stock Holding History

Summit Financial 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 Q3	–	Sell	-10,259	Closed	-$1.68M	–	148
2019 Q2	$1.68M	Buy	10,259 +1,860	+22%	+$326K	0.41%	58
2019 Q1	$1.55M	Buy	8,399 +5,140	+158%	+$908K	0.41%	56
2018 Q4	$526K	Sell	3,259 -5,508	-63%	-$1.17M	0.17%	79
2018 Q3	$1.94M	Buy	8,767 +1,078	+14%	+$261K	0.58%	49
2018 Q2	$1.85M	Hold	7,689	–	–	0.62%	50
2018 Q1	$1.85M	Buy	+7,689	New	+$1.94M	0.61%	50

Other funds holding FDX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Summit Financial Wealth Advisors's FDX Position: Q3 2019 in Review

Summit Financial Wealth Advisors sold out of FedEx (FDX) in Q3 2019, closing a stake of 10,259 shares — an estimated $1.68M sold.

Summit Financial Wealth Advisors first reported a position in FDX in Q1 2018 and held it in 6 quarters. The position peaked at $1.94M in Q3 2018. 1,248 funds tracked by Wall St. Rank hold FDX as of Q3 2019.

Summit Financial Wealth Advisors reported no remaining FedEx position as of Q3 2019 after selling out during the quarter.
Summit Financial Wealth Advisors sold 10,259 FedEx shares in Q3 2019, an estimated $1.68M.
Summit Financial Wealth Advisors first reported a position in FedEx in Q1 2018 and held it in 6 quarters.
Summit Financial Wealth Advisors's FedEx position peaked at $1.94M in Q3 2018.
1,248 funds tracked by Wall St. Rank held FedEx as of Q3 2019.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.