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Venturi Wealth Management’s FedEx FDX Stock Holding History

Venturi 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
2025
Q1 		– Sell
-235
Closed -$66.1K – 1000
2024
Q4 		$66.1K Buy
235
+13
+6% +$3.63K ﹤0.01% 938
2024
Q3 		$60.8K Buy
222
+27
+14% +$7.84K ﹤0.01% 707
2024
Q2 		$58.5K Buy
195
+48
+33% +$12.6K ﹤0.01% 627
2024
Q1 		$42.6K Buy
147
+5
+4% +$1.25K ﹤0.01% 535
2023
Q4 		$35.9K Sell
142
-9
-6% -$2.29K ﹤0.01% 553
2023
Q3 		$40K Buy
151
+45
+42% +$11.7K ﹤0.01% 507
2023
Q2 		$26.3K Buy
106
+6
+6% +$1.37K ﹤0.01% 509
2023
Q1 		$22.8K Buy
+100
New +$20.3K ﹤0.01% 574

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Venturi Wealth Management's FDX Position: Q1 2025 in Review

Venturi Wealth Management sold out of FedEx (FDX) in Q1 2025, closing a stake of 235 shares — an estimated $66.1K sold.

Venturi Wealth Management first reported a position in FDX in Q1 2023 and held it in 8 quarters. The position peaked at $66.1K in Q4 2024. 1,731 funds tracked by Wall St. Rank hold FDX as of Q1 2025.

  • Venturi Wealth Management reported no remaining FedEx position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 235 FedEx shares in Q1 2025, an estimated $66.1K.
  • Venturi Wealth Management first reported a position in FedEx in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's FedEx position peaked at $66.1K in Q4 2024.
  • 1,731 funds tracked by Wall St. Rank held FedEx as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.