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TFO Wealth Partners’s FedEx FDX Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-113
Closed -$32.7K – 295
2024
Q1 		$32.7K Hold
113
– – 0.01% 66
2023
Q4 		$28.6K Sell
113
-1
-0.9% -$254 0.01% 70
2023
Q3 		$28.3K Buy
114
+1
+0.9% +$260 0.01% 121
2023
Q2 		$28K Hold
113
– – 0.01% 111
2023
Q1 		$25.8K Buy
113
+111
+5,550% +$22.5K 0.01% 85
2022
Q4 		$72 Buy
+2
New +$332 ﹤0.01% 823
2022
Q3 		– Sell
-21
Closed -$5K – 263
2022
Q2 		$5K Buy
+21
New +$4.48K ﹤0.01% 211

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's FDX Position: Q2 2024 in Review

TFO Wealth Partners sold out of FedEx (FDX) in Q2 2024, closing a stake of 113 shares — an estimated $32.7K sold.

TFO Wealth Partners first reported a position in FDX in Q2 2022 and held it in 7 quarters. The position peaked at $32.7K in Q1 2024. 1,784 funds tracked by Wall St. Rank hold FDX as of Q2 2024.

  • TFO Wealth Partners reported no remaining FedEx position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 113 FedEx shares in Q2 2024, an estimated $32.7K.
  • TFO Wealth Partners first reported a position in FedEx in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's FedEx position peaked at $32.7K in Q1 2024.
  • 1,784 funds tracked by Wall St. Rank held FedEx as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.