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TrueWealth LLC’s FedEx FDX Stock Holding History

TrueWealth LLC’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
Q2 		– Sell
-40
Closed -$7K – 730
2019
Q1 		$7K Hold
40
– – ﹤0.01% 517
2018
Q4 		$6K Sell
40
-15
-27% -$3.17K ﹤0.01% 512
2018
Q3 		$13K Hold
55
– – 0.01% 434
2018
Q2 		$12K Buy
55
+50
+1,000% +$12.4K 0.01% 456
2018
Q1 		$1K Sell
5
-6
-55% -$1.52K ﹤0.01% 742
2017
Q4 		$3K Buy
+11
New +$2.52K ﹤0.01% 753

Other funds holding FDX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TrueWealth LLC's FDX Position: Q2 2019 in Review

TrueWealth LLC sold out of FedEx (FDX) in Q2 2019, closing a stake of 40 shares — an estimated $7K sold.

TrueWealth LLC first reported a position in FDX in Q4 2017 and held it in 6 quarters. The position peaked at $13K in Q3 2018. 1,289 funds tracked by Wall St. Rank hold FDX as of Q2 2019.

  • TrueWealth LLC reported no remaining FedEx position as of Q2 2019 after selling out during the quarter.
  • TrueWealth LLC sold 40 FedEx shares in Q2 2019, an estimated $7K.
  • TrueWealth LLC first reported a position in FedEx in Q4 2017 and held it in 6 quarters.
  • TrueWealth LLC's FedEx position peaked at $13K in Q3 2018.
  • 1,289 funds tracked by Wall St. Rank held FedEx as of Q2 2019.

Based on TrueWealth LLC's 13F filing for Q2 2019, filed 10 Jul 2019.