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Wealthspire Advisors (Maryland)’s FedEx FDX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.05M Sell
4,175
-416
-9% -$83.2K 0.04% 184
2020
Q2 		$644K Buy
4,591
+51
+1% +$6.42K 0.05% 214
2020
Q1 		$551K Sell
4,540
-263
-5% -$37K 0.05% 217
2019
Q4 		$726K Sell
4,803
-2,046
-30% -$315K 0.05% 217
2019
Q3 		$997K Buy
6,849
+1,208
+21% +$195K 0.07% 145
2019
Q2 		$926K Sell
5,641
-463
-8% -$81.1K 0.07% 146
2019
Q1 		$1.11M Sell
6,104
-334
-5% -$59K 0.08% 125
2018
Q4 		$1.04M Sell
6,438
-610
-9% -$129K 0.09% 118
2018
Q3 		$1.7M Sell
7,048
-500
-7% -$121K 0.14% 93
2018
Q2 		$1.71M Sell
7,548
-418
-5% -$104K 0.16% 89
2018
Q1 		$1.91M Sell
7,966
-361
-4% -$91.3K 0.18% 83
2017
Q4 		$2.08M Sell
8,327
-17
-0.2% -$3.89K 0.2% 80
2017
Q3 		$1.88M Sell
8,344
-73
-0.9% -$15.5K 0.21% 80
2017
Q2 		$1.83M Buy
8,417
+733
+10% +$145K 0.22% 76
2017
Q1 		$1.5M Buy
7,684
+783
+11% +$150K 0.21% 70
2016
Q4 		$1.28M Sell
6,901
-446
-6% -$81.8K 0.19% 81
2016
Q3 		$1.28M Buy
7,347
+767
+12% +$126K 0.2% 80
2016
Q2 		$999K Buy
6,580
+277
+4% +$44.9K 0.17% 95
2016
Q1 		$1.03M Buy
6,303
+1,179
+23% +$164K 0.18% 88
2015
Q4 		$763K Buy
+5,124
New +$793K 0.14% 109

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FDX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its FedEx (FDX) stake by 9.1% in Q3 2020, selling an estimated $83.2K and leaving 4,175 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #184.

Wealthspire Advisors (Maryland) first reported a position in FDX in Q4 2015 and has held it in 20 quarters since. The position peaked at $2.08M in Q4 2017. 1,416 funds tracked by Wall St. Rank hold FDX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,175 shares of FedEx worth $1.05M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 416 FedEx shares in Q3 2020, an estimated $83.2K.
  • FedEx made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #184 holding.
  • Wealthspire Advisors (Maryland) first reported a position in FedEx in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s FedEx position peaked at $2.08M in Q4 2017.
  • 1,416 funds tracked by Wall St. Rank held FedEx as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.