WIA
FDX icon

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
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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return

Wealthstreet Investment Advisors's FDX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of FedEx (FDX) in Q2 2021, closing a stake of 18,059 shares — an estimated $5.13M sold.

Wealthstreet Investment Advisors first reported a position in FDX in Q4 2017 and held it in 14 quarters. The position peaked at $5.13M in Q1 2021. 1,604 funds tracked by Wall St. Rank hold FDX as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining FedEx position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 18,059 FedEx shares in Q2 2021, an estimated $5.13M.
  • Wealthstreet Investment Advisors first reported a position in FedEx in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's FedEx position peaked at $5.13M in Q1 2021.
  • 1,604 funds tracked by Wall St. Rank held FedEx as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.