Wealthstreet Investment Advisors’s FedEx FDX Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-18,059	Closed	-$5.13M	–	171
2021 Q1	$5.13M	Sell	18,059 -100	-0.6%	-$25.8K	0.5%	49
2020 Q4	$4.71M	Buy	18,159 +50	+0.3%	+$13.8K	0.48%	51
2020 Q3	$4.55M	Sell	18,109 -415	-2%	-$83K	0.51%	50
2020 Q2	$2.6M	Sell	18,524 -35	-0.2%	-$4.4K	0.32%	70
2020 Q1	$2.25M	Sell	18,559 -3,726	-17%	-$524K	0.33%	71
2019 Q4	$3.37M	Sell	22,285 -455	-2%	-$70.1K	0.39%	63
2019 Q3	$3.59M	Sell	22,740 -320	-1%	-$51.6K	0.46%	60
2019 Q2	$3.79M	Buy	23,060 +231	+1%	+$40.4K	0.49%	57
2019 Q1	$4.14M	Buy	22,829 +1,469	+7%	+$260K	0.55%	52
2018 Q4	$3.72M	Buy	21,360 +435	+2%	+$92K	0.52%	55
2018 Q3	$5.04M	Buy	20,925 +690	+3%	+$167K	0.62%	45
2018 Q2	$4.59M	Sell	20,235 -74	-0.4%	-$18.3K	0.61%	45
2018 Q1	$4.88M	Buy	20,309 +80	+0.4%	+$20.2K	0.61%	39
2017 Q4	$5.05M	Buy	+20,229	New	+$4.63M	0.61%	41

Other funds holding FDX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return