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Walled Lake Planning & Wealth Management’s FedEx FDX Stock Holding History

Walled Lake Planning & 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
2021
Q4 		– Sell
-21
Closed -$5K – 173
2021
Q3 		$5K Buy
+21
New +$5.7K ﹤0.01% 288

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Walled Lake Planning & Wealth Management's FDX Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of FedEx (FDX) in Q4 2021, closing a stake of 21 shares — an estimated $5K sold.

Walled Lake Planning & Wealth Management first reported a position in FDX in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 1,684 funds tracked by Wall St. Rank hold FDX as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining FedEx position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 21 FedEx shares in Q4 2021, an estimated $5K.
  • Walled Lake Planning & Wealth Management first reported a position in FedEx in Q3 2021 and held it in 1 quarter.
  • Walled Lake Planning & Wealth Management's FedEx position peaked at $5K in Q3 2021.
  • 1,684 funds tracked by Wall St. Rank held FedEx as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.