Summit Wealth Group’s FedEx FDX Stock Holding History

Summit Wealth Group’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 Q3	–	Sell	-6	Closed	-$2K	–	110
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	160
2021 Q1	$2K	Buy	+6	New	+$1.55K	﹤0.01%	148

Other funds holding FDX

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Wealth Group's FDX Position: Q3 2021 in Review

Summit Wealth Group sold out of FedEx (FDX) in Q3 2021, closing a stake of 6 shares — an estimated $2K sold.

Summit Wealth Group first reported a position in FDX in Q1 2021 and held it in 2 quarters. The position peaked at $2K in Q2 2021. 1,515 funds tracked by Wall St. Rank hold FDX as of Q3 2021.

Summit Wealth Group reported no remaining FedEx position as of Q3 2021 after selling out during the quarter.
Summit Wealth Group sold 6 FedEx shares in Q3 2021, an estimated $2K.
Summit Wealth Group first reported a position in FedEx in Q1 2021 and held it in 2 quarters.
Summit Wealth Group's FedEx position peaked at $2K in Q2 2021.
1,515 funds tracked by Wall St. Rank held FedEx as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.