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Wealth Advisory Solutions’s FedEx FDX Stock Holding History

Wealth Advisory Solutions’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
Q1 		– Sell
-11,852
Closed -$3.08M – 154
2020
Q4 		$3.08M Buy
11,852
+95
+0.8% +$26.3K 0.84% 41
2020
Q3 		$2.96M Sell
11,757
-6,492
-36% -$1.3M 0.78% 45
2020
Q2 		$2.56M Sell
18,249
-10,244
-36% -$1.29M 0.71% 46
2020
Q1 		$3.46M Sell
28,493
-6,835
-19% -$962K 1.17% 25
2019
Q4 		$5.34M Buy
+35,328
New +$5.45M 1.41% 15

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Advisory Solutions's FDX Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of FedEx (FDX) in Q1 2021, closing a stake of 11,852 shares — an estimated $3.08M sold.

Wealth Advisory Solutions first reported a position in FDX in Q4 2019 and held it in 5 quarters. The position peaked at $5.34M in Q4 2019. 1,593 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining FedEx position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 11,852 FedEx shares in Q1 2021, an estimated $3.08M.
  • Wealth Advisory Solutions first reported a position in FedEx in Q4 2019 and held it in 5 quarters.
  • Wealth Advisory Solutions's FedEx position peaked at $5.34M in Q4 2019.
  • 1,593 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.