VAG
FDX icon

VisionPoint Advisory Group’s FedEx FDX Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-80
Closed -$24K – 422
2024
Q2 		$24K Sell
80
-34
-30% -$8.89K 0.01% 366
2024
Q1 		$33K Buy
114
+2
+2% +$500 0.01% 329
2023
Q4 		$28.3K Sell
112
-124
-53% -$31.5K 0.01% 319
2023
Q3 		$62.4K Buy
236
+162
+219% +$42.1K 0.03% 228
2023
Q2 		$18.3K Buy
+74
New +$16.9K 0.01% 298
2020
Q1 		– Sell
-1,868
Closed -$282K – 131
2019
Q4 		$282K Buy
+1,868
New +$288K 0.12% 94

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

VisionPoint Advisory Group's FDX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of FedEx (FDX) in Q3 2024, closing a stake of 80 shares — an estimated $24K sold.

VisionPoint Advisory Group first reported a position in FDX in Q4 2019 and held it in 6 quarters. The position peaked at $282K in Q4 2019. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 80 FedEx shares in Q3 2024, an estimated $24K.
  • VisionPoint Advisory Group first reported a position in FedEx in Q4 2019 and held it in 6 quarters.
  • VisionPoint Advisory Group's FedEx position peaked at $282K in Q4 2019.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.