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Torch Wealth Management’s FedEx FDX Stock Holding History

Torch 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
2019
Q4 		$1.21M Sell
7,992
-283
-3% -$43.6K 0.67% 52
2019
Q3 		$1.21M Sell
8,275
-150
-2% -$24.2K 0.71% 52
2019
Q2 		$1.38M Sell
8,425
-375
-4% -$65.7K 0.83% 46
2019
Q1 		$1.6M Sell
8,800
-80
-0.9% -$14.1K 0.99% 41
2018
Q4 		$1.43M Sell
8,880
-210
-2% -$44.4K 1.03% 41
2018
Q3 		$2.19M Sell
9,090
-150
-2% -$36.3K 1.31% 23
2018
Q2 		$2.1M Sell
9,240
-25
-0.3% -$6.19K 1.32% 25
2018
Q1 		$2.23M Sell
9,265
-390
-4% -$98.6K 1.44% 22
2017
Q4 		$2.41M Buy
9,655
+135
+1% +$30.9K 1.47% 20
2017
Q3 		$2.15M Sell
9,520
-50
-0.5% -$10.6K 1.41% 23
2017
Q2 		$2.08M Hold
9,570
– – 1.44% 23
2017
Q1 		$1.87M Buy
9,570
+75
+0.8% +$14.3K 1.25% 27
2016
Q4 		$1.77M Hold
9,495
– – 1.25% 26
2016
Q3 		$1.66M Hold
9,495
– – 1.21% 29
2016
Q2 		$1.44M Sell
9,495
-425
-4% -$68.9K 1.05% 37
2016
Q1 		$1.61M Buy
9,920
+325
+3% +$45.2K 1.21% 29
2015
Q4 		$1.43M Hold
9,595
– – 1.05% 32
2015
Q3 		$1.38M Hold
9,595
– – 1.06% 33
2015
Q2 		$1.64M Buy
9,595
+150
+2% +$26.1K 1.13% 34
2015
Q1 		$1.56M Sell
9,445
-400
-4% -$69.5K 1.21% 32
2014
Q4 		$1.71M Buy
9,845
+1,425
+17% +$241K 1.31% 31
2014
Q3 		$1.36M Sell
8,420
-500
-6% -$75.9K 1% 40
2014
Q2 		$1.35M Hold
8,920
– – 0.92% 43
2014
Q1 		$1.18M Buy
8,920
+975
+12% +$132K 0.86% 42
2013
Q4 		$1.14M Buy
+7,945
New +$1.05M 0.87% 44

Other funds holding FDX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Torch Wealth Management's FDX Position: Q4 2019 in Review

Torch Wealth Management reduced its FedEx (FDX) stake by 3.4% in Q4 2019, selling an estimated $43.6K and leaving 7,992 shares worth $1.21M. The position accounts for 0.67% of the portfolio, ranked #52.

Torch Wealth Management first reported a position in FDX in Q4 2013 and has held it in 25 quarters since. The position peaked at $2.41M in Q4 2017. 1,275 funds tracked by Wall St. Rank hold FDX as of Q4 2019.

  • Torch Wealth Management held 7,992 shares of FedEx worth $1.21M as of Q4 2019.
  • Torch Wealth Management sold 283 FedEx shares in Q4 2019, an estimated $43.6K.
  • FedEx made up 0.67% of Torch Wealth Management's portfolio in Q4 2019, its #52 holding.
  • Torch Wealth Management first reported a position in FedEx in Q4 2013 and has held it in 25 quarters since.
  • Torch Wealth Management's FedEx position peaked at $2.41M in Q4 2017.
  • 1,275 funds tracked by Wall St. Rank held FedEx as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.