TriaGen Wealth Management’s FedEx FDX Stock Holding History

TriaGen 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
2022 Q4	–	Sell	-15,373	Closed	-$2.28M	–	174
2022 Q3	$2.28M	Buy	15,373 +14,379	+1,447%	+$3.03M	1.26%	23
2022 Q2	$225K	Buy	+994	New	+$212K	0.16%	139
2021 Q3	–	Sell	-1,464	Closed	-$410K	–	186
2021 Q2	$410K	Buy	1,464 +6	+0.4%	+$1.78K	0.21%	114
2021 Q1	$414K	Sell	1,458 -423	-22%	-$109K	0.24%	103
2020 Q4	$488K	Buy	+1,881	New	+$521K	0.29%	99

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TriaGen Wealth Management's FDX Position: Q4 2022 in Review

TriaGen Wealth Management sold out of FedEx (FDX) in Q4 2022, closing a stake of 15,373 shares — an estimated $2.28M sold.

TriaGen Wealth Management first reported a position in FDX in Q4 2020 and held it in 5 quarters. The position peaked at $2.28M in Q3 2022. 1,511 funds tracked by Wall St. Rank hold FDX as of Q4 2022.

TriaGen Wealth Management reported no remaining FedEx position as of Q4 2022 after selling out during the quarter.
TriaGen Wealth Management sold 15,373 FedEx shares in Q4 2022, an estimated $2.28M.
TriaGen Wealth Management first reported a position in FedEx in Q4 2020 and held it in 5 quarters.
TriaGen Wealth Management's FedEx position peaked at $2.28M in Q3 2022.
1,511 funds tracked by Wall St. Rank held FedEx as of Q4 2022.

Based on TriaGen Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.