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ViaWealth’s FedEx FDX Stock Holding History

ViaWealth’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
Q1 		– Sell
-1,234
Closed -$312K – 154
2023
Q4 		$312K Sell
1,234
-353
-22% -$89.7K 0.21% 126
2023
Q3 		$421K Sell
1,587
-510
-24% -$133K 0.31% 104
2023
Q2 		$520K Sell
2,097
-41
-2% -$9.38K 0.39% 89
2023
Q1 		$489K Buy
2,138
+325
+18% +$66K 0.39% 91
2022
Q4 		$344K Buy
+1,813
New +$301K 0.28% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ViaWealth's FDX Position: Q1 2024 in Review

ViaWealth sold out of FedEx (FDX) in Q1 2024, closing a stake of 1,234 shares — an estimated $312K sold.

ViaWealth first reported a position in FDX in Q4 2022 and held it in 5 quarters. The position peaked at $520K in Q2 2023. 1,746 funds tracked by Wall St. Rank hold FDX as of Q1 2024.

  • ViaWealth reported no remaining FedEx position as of Q1 2024 after selling out during the quarter.
  • ViaWealth sold 1,234 FedEx shares in Q1 2024, an estimated $312K.
  • ViaWealth first reported a position in FedEx in Q4 2022 and held it in 5 quarters.
  • ViaWealth's FedEx position peaked at $520K in Q2 2023.
  • 1,746 funds tracked by Wall St. Rank held FedEx as of Q1 2024.

Based on ViaWealth's 13F filing for Q1 2024, filed 10 May 2024.