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TrinityPoint Wealth’s FedEx FDX Stock Holding History

TrinityPoint Wealth’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 		$3.29M Sell
11,694
-41
-0.3% -$11.4K 0.46% 58
2024
Q3 		$3.21M Sell
11,735
-17
-0.1% -$4.94K 0.46% 58
2024
Q2 		$3.52M Buy
11,752
+12
+0.1% +$3.14K 0.55% 43
2024
Q1 		$3.4M Buy
11,740
+30
+0.3% +$7.5K 0.56% 47
2023
Q4 		$2.96M Sell
11,710
-129
-1% -$32.8K 0.54% 47
2023
Q3 		$3.14M Sell
11,839
-50
-0.4% -$13K 0.62% 37
2023
Q2 		$2.95M Buy
11,889
+58
+0.5% +$13.3K 0.58% 44
2023
Q1 		$2.7M Buy
11,831
+54
+0.5% +$11K 0.58% 43
2022
Q4 		$2.04M Sell
11,777
-1,851
-14% -$308K 0.46% 59
2022
Q3 		$2.02M Buy
13,628
+283
+2% +$59.7K 0.46% 56
2022
Q2 		$3.02M Sell
13,345
-3,245
-20% -$692K 0.67% 39
2022
Q1 		$3.84M Buy
16,590
+829
+5% +$195K 0.7% 37
2021
Q4 		$4.08M Buy
15,761
+270
+2% +$64.8K 0.72% 36
2021
Q3 		$3.4M Buy
15,491
+13,577
+709% +$3.68M 0.65% 41
2021
Q2 		$571K Buy
1,914
+250
+15% +$74.2K 0.12% 150
2021
Q1 		$473K Hold
1,664
– – 0.11% 164
2020
Q4 		$415K Sell
1,664
-10
-0.6% -$2.77K 0.1% 165
2020
Q3 		$421K Buy
1,674
+120
+8% +$24K 0.12% 150
2020
Q2 		$218K Buy
+1,554
New +$196K 0.07% 197

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

TrinityPoint Wealth's FDX Position: Q4 2024 in Review

TrinityPoint Wealth reduced its FedEx (FDX) stake by 0.35% in Q4 2024, selling an estimated $11.4K and leaving 11,694 shares worth $3.29M. The position accounts for 0.46% of the portfolio, ranked #58.

TrinityPoint Wealth first reported a position in FDX in Q2 2020 and has held it in 19 quarters since. The position peaked at $4.08M in Q4 2021. 1,827 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

  • TrinityPoint Wealth held 11,694 shares of FedEx worth $3.29M as of Q4 2024.
  • TrinityPoint Wealth sold 41 FedEx shares in Q4 2024, an estimated $11.4K.
  • FedEx made up 0.46% of TrinityPoint Wealth's portfolio in Q4 2024, its #58 holding.
  • TrinityPoint Wealth first reported a position in FedEx in Q2 2020 and has held it in 19 quarters since.
  • TrinityPoint Wealth's FedEx position peaked at $4.08M in Q4 2021.
  • 1,827 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.