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WealthSource Partners’s FedEx FDX Stock Holding History

WealthSource 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
Q4 		$360K Buy
1,423
+27
+2% +$6.86K 0.02% 389
2023
Q3 		$370K Buy
1,396
+5
+0.4% +$1.3K 0.03% 374
2023
Q2 		$345K Sell
1,391
-143
-9% -$32.7K 0.02% 384
2023
Q1 		$351K Sell
1,534
-79
-5% -$16K 0.02% 381
2022
Q4 		$279K Sell
1,613
-26
-2% -$4.32K 0.02% 409
2022
Q3 		$243K Sell
1,639
-48
-3% -$10.1K 0.02% 424
2022
Q2 		$382K Buy
1,687
+226
+15% +$48.2K 0.03% 352
2022
Q1 		$338K Buy
1,461
+9
+0.6% +$2.12K 0.02% 424
2021
Q4 		$376K Sell
1,452
-161
-10% -$38.6K 0.03% 368
2021
Q3 		$354K Buy
1,613
+645
+67% +$175K 0.03% 351
2021
Q2 		$289K Sell
968
-796
-45% -$236K 0.03% 373
2021
Q1 		$501K Buy
1,764
+362
+26% +$93.3K 0.05% 241
2020
Q4 		$364K Buy
1,402
+88
+7% +$24.4K 0.04% 255
2020
Q3 		$330K Buy
+1,314
New +$263K 0.04% 244
2020
Q1 		– Sell
-1,418
Closed -$214K – 369
2019
Q4 		$214K Sell
1,418
-610
-30% -$94K 0.03% 387
2019
Q3 		$295K Buy
+2,028
New +$327K 0.04% 328
2018
Q4 		– Sell
-1,300
Closed -$313K – 318
2018
Q3 		$313K Sell
1,300
-464
-26% -$112K 0.08% 213
2018
Q2 		$401K Sell
1,764
-112
-6% -$27.7K 0.11% 175
2018
Q1 		$450K Buy
+1,876
New +$474K 0.14% 155

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

WealthSource Partners's FDX Position: Q4 2023 in Review

WealthSource Partners increased its FedEx (FDX) stake by 1.9% in Q4 2023, buying an estimated $6.86K and bringing the position to 1,423 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #389.

WealthSource Partners first reported a position in FDX in Q1 2018 and has held it in 19 quarters since. The position peaked at $501K in Q1 2021. 1,742 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • WealthSource Partners held 1,423 shares of FedEx worth $360K as of Q4 2023.
  • WealthSource Partners bought 27 FedEx shares in Q4 2023, an estimated $6.86K.
  • FedEx made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #389 holding.
  • WealthSource Partners first reported a position in FedEx in Q1 2018 and has held it in 19 quarters since.
  • WealthSource Partners's FedEx position peaked at $501K in Q1 2021.
  • 1,742 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.