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WealthPLAN Partners’s FedEx FDX Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-372
Closed -$92.3K – 571
2023
Q2 		$92.3K Sell
372
-131
-26% -$30K 0.01% 413
2023
Q1 		$115K Sell
503
-2,581
-84% -$524K 0.01% 397
2022
Q4 		$656K Buy
+3,084
New +$513K 0.05% 219
2022
Q1 		$573K Sell
2,878
-154
-5% -$36.2K 0.04% 234
2021
Q4 		$745K Sell
3,032
-108
-3% -$25.9K 0.05% 207
2021
Q3 		$776K Buy
3,140
+27
+0.9% +$7.33K 0.05% 197
2021
Q2 		$860K Sell
3,113
-7,134
-70% -$2.12M 0.06% 165
2021
Q1 		$3.12M Sell
10,247
-14,518
-59% -$3.74M 0.24% 82
2020
Q4 		$6.14M Sell
24,765
-2,081
-8% -$576K 0.52% 62
2020
Q3 		$7.17M Sell
26,846
-1,686
-6% -$337K 0.7% 48
2020
Q2 		$5.82M Buy
28,532
+4,505
+19% +$567K 0.6% 54
2020
Q1 		$2.62M Buy
24,027
+5,478
+30% +$771K 0.34% 73
2019
Q4 		$2.94M Buy
18,549
+831
+5% +$128K 0.35% 75
2019
Q3 		$2.77M Buy
17,718
+2,495
+16% +$402K 0.38% 72
2019
Q2 		$2.44M Buy
+15,223
New +$2.67M 0.37% 70
2017
Q2 		– Sell
-41
Closed -$8.03K – 261
2017
Q1 		$8.03K Buy
+41
New +$7.83K 0.03% 297
2016
Q3 		$109K Sell
628
-478
-43% -$78.3K 0.04% 222
2016
Q2 		$86.3K Buy
+1,106
New +$179K 0.01% 665
2015
Q4 		$19.4K Buy
+330
New +$51K ﹤0.01% 934
2015
Q2 		$17K Hold
100
– – 0.01% 271
2015
Q1 		$17K Buy
+100
New +$17.4K 0.01% 331

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthPLAN Partners's FDX Position: Q3 2023 in Review

WealthPLAN Partners sold out of FedEx (FDX) in Q3 2023, closing a stake of 372 shares — an estimated $92.3K sold.

WealthPLAN Partners first reported a position in FDX in Q1 2015 and held it in 21 quarters. The position peaked at $7.17M in Q3 2020. 1,673 funds tracked by Wall St. Rank hold FDX as of Q3 2023.

  • WealthPLAN Partners reported no remaining FedEx position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 372 FedEx shares in Q3 2023, an estimated $92.3K.
  • WealthPLAN Partners first reported a position in FedEx in Q1 2015 and held it in 21 quarters.
  • WealthPLAN Partners's FedEx position peaked at $7.17M in Q3 2020.
  • 1,673 funds tracked by Wall St. Rank held FedEx as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.