TRUE Private Wealth Advisors’s FedEx FDX Stock Holding History

TRUE Private Wealth Advisors’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
2021 Q1	–	Sell	-242	Closed	-$62K	–	401
2020 Q4	$62K	Buy	242 +10	+4%	+$2.77K	0.01%	327
2020 Q3	$58K	Sell	232 -3	-1%	-$600	0.01%	314
2020 Q2	$33K	Hold	235	–	–	0.01%	359
2020 Q1	$28K	Sell	235 -32	-12%	-$4.5K	0.01%	345
2019 Q4	$40K	Buy	+267	New	+$41.2K	0.01%	392
2019 Q3	–	Sell	-316	Closed	-$52K	–	396
2019 Q2	$52K	Buy	+316	New	+$55.3K	0.01%	339
2018 Q4	–	Sell	-558	Closed	-$134K	–	480
2018 Q3	$134K	Buy	+558	New	+$135K	0.02%	312

Other funds holding FDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TRUE Private Wealth Advisors's FDX Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of FedEx (FDX) in Q1 2021, closing a stake of 242 shares — an estimated $62K sold.

TRUE Private Wealth Advisors first reported a position in FDX in Q3 2018 and held it in 7 quarters. The position peaked at $134K in Q3 2018. 1,593 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining FedEx position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 242 FedEx shares in Q1 2021, an estimated $62K.
TRUE Private Wealth Advisors first reported a position in FedEx in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's FedEx position peaked at $134K in Q3 2018.
1,593 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.