Symphony Financial Services’s FedEx FDX Stock Holding History

Symphony Financial Services’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
2024 Q3	–	Sell	-475	Closed	-$297K	–	85
2024 Q2	$297K	Buy	+475	New	+$124K	0.26%	63

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Symphony Financial Services's FDX Position: Q3 2024 in Review

Symphony Financial Services sold out of FedEx (FDX) in Q3 2024, closing a stake of 475 shares — an estimated $297K sold.

Symphony Financial Services first reported a position in FDX in Q2 2024 and held it in 1 quarter. The position peaked at $297K in Q2 2024. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

Symphony Financial Services reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
Symphony Financial Services sold 475 FedEx shares in Q3 2024, an estimated $297K.
Symphony Financial Services first reported a position in FedEx in Q2 2024 and held it in 1 quarter.
Symphony Financial Services's FedEx position peaked at $297K in Q2 2024.
1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Symphony Financial Services's 13F filing for Q3 2024, filed 12 Nov 2024.