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Wealth Enhancement & Preservation of GA’s FedEx FDX Stock Holding History

Wealth Enhancement & Preservation of GA’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
-9,167
Closed -$2.38M – 53
2020
Q4 		$2.38M Buy
+9,167
New +$2.54M 2.05% 17

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 $37.4B AUM 35.42% 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 Enhancement & Preservation of GA's FDX Position: Q1 2021 in Review

Wealth Enhancement & Preservation of GA sold out of FedEx (FDX) in Q1 2021, closing a stake of 9,167 shares — an estimated $2.38M sold.

Wealth Enhancement & Preservation of GA first reported a position in FDX in Q4 2020 and held it in 1 quarter. The position peaked at $2.38M in Q4 2020. 1,594 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining FedEx position as of Q1 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 9,167 FedEx shares in Q1 2021, an estimated $2.38M.
  • Wealth Enhancement & Preservation of GA first reported a position in FedEx in Q4 2020 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's FedEx position peaked at $2.38M in Q4 2020.
  • 1,594 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q1 2021, filed 21 Apr 2021.