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TLW Wealth Management’s FedEx FDX Stock Holding History

TLW Wealth Management’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
Q4 		– Sell
-39
Closed -$10.7K – 18
2024
Q3 		$10.7K Hold
39
– – 0.01% 18
2024
Q2 		$11.7K Buy
39
+16
+70% +$4.18K 0.01% 19
2024
Q1 		$6.66K Hold
23
– – ﹤0.01% 20
2023
Q4 		$5.82K Hold
23
– – ﹤0.01% 18
2023
Q3 		$6.09K Hold
23
– – ﹤0.01% 19
2023
Q2 		$5.7K Buy
23
+12
+109% +$2.75K ﹤0.01% 20
2023
Q1 		$2.51K Hold
11
– – ﹤0.01% 20
2022
Q4 		$1.91K Buy
+11
New +$1.83K ﹤0.01% 20

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TLW Wealth Management's FDX Position: Q4 2024 in Review

TLW Wealth Management sold out of FedEx (FDX) in Q4 2024, closing a stake of 39 shares — an estimated $10.7K sold.

TLW Wealth Management first reported a position in FDX in Q4 2022 and held it in 8 quarters. The position peaked at $11.7K in Q2 2024. 1,828 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • TLW Wealth Management reported no remaining FedEx position as of Q4 2024 after selling out during the quarter.
  • TLW Wealth Management sold 39 FedEx shares in Q4 2024, an estimated $10.7K.
  • TLW Wealth Management first reported a position in FedEx in Q4 2022 and held it in 8 quarters.
  • TLW Wealth Management's FedEx position peaked at $11.7K in Q2 2024.
  • 1,828 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on TLW Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.