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Sutton Wealth Advisors’s FedEx FDX Stock Holding History

Sutton 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
2023
Q3 		$67.6K Buy
255
+12
+5% +$3.12K 0.03% 201
2023
Q2 		$60.2K Sell
243
-1
-0.4% -$229 0.03% 205
2023
Q1 		$55.8K Sell
244
-131
-35% -$26.6K 0.03% 195
2022
Q4 		$65K Sell
375
-8
-2% -$1.33K 0.02% 327
2022
Q3 		$56.9K Sell
383
-5
-1% -$1.05K 0.02% 352
2022
Q2 		$88K Sell
388
-4
-1% -$854 0.03% 257
2022
Q1 		$90.7K Sell
392
-28
-7% -$6.58K 0.03% 267
2021
Q4 		$109K Buy
420
+63
+18% +$15.1K 0.04% 244
2021
Q3 		$78.3K Buy
357
+2
+0.6% +$543 0.03% 287
2021
Q2 		$106K Hold
355
– – 0.04% 244
2021
Q1 		$101K Sell
355
-5
-1% -$1.29K 0.04% 241
2020
Q4 		$93.5K Buy
360
+5
+1% +$1.39K 0.04% 233
2020
Q3 		$89.3K Hold
355
– – 0.04% 224
2020
Q2 		$49.8K Sell
355
-27
-7% -$3.4K 0.03% 298
2020
Q1 		$46.3K Buy
382
+30
+9% +$4.22K 0.03% 286
2019
Q4 		$53.2K Sell
352
-4
-1% -$617 0.03% 294
2019
Q3 		$51.8K Buy
356
+3
+0.8% +$484 0.03% 293
2019
Q2 		$58K Sell
353
-7
-2% -$1.23K 0.03% 272
2019
Q1 		$65.3K Buy
360
+7
+2% +$1.24K 0.04% 250
2018
Q4 		$56.9K Hold
353
– – 0.04% 255
2018
Q3 		$85K Hold
353
– – 0.06% 213
2018
Q2 		$80.2K Hold
353
– – 0.06% 218
2018
Q1 		$84.8K Buy
353
+100
+40% +$25.3K 0.06% 214
2017
Q4 		$63.1K Hold
253
– – 0.05% 235
2017
Q3 		$57.1K Sell
253
-2
-0.8% -$426 0.04% 245
2017
Q2 		$55.4K Hold
255
– – 0.04% 251
2017
Q1 		$49.8K Hold
255
– – 0.04% 263
2016
Q4 		$47.5K Hold
255
– – 0.04% 277
2016
Q3 		$44.5K Hold
255
– – 0.04% 279
2016
Q2 		$38.7K Hold
255
– – 0.04% 286
2016
Q1 		$41.5K Buy
+255
New +$35.5K 0.04% 274

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

Sutton Wealth Advisors's FDX Position: Q3 2023 in Review

Sutton Wealth Advisors increased its FedEx (FDX) stake by 4.9% in Q3 2023, buying an estimated $3.12K and bringing the position to 255 shares worth $67.6K. The position accounts for 0.03% of the portfolio, ranked #201.

Sutton Wealth Advisors first reported a position in FDX in Q1 2016 and has held it in 31 quarters since. The position peaked at $109K in Q4 2021. 1,673 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

  • Sutton Wealth Advisors held 255 shares of FedEx worth $67.6K as of Q3 2023.
  • Sutton Wealth Advisors bought 12 FedEx shares in Q3 2023, an estimated $3.12K.
  • FedEx made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #201 holding.
  • Sutton Wealth Advisors first reported a position in FedEx in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's FedEx position peaked at $109K in Q4 2021.
  • 1,673 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.