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WealthTrust Asset Management’s FedEx FDX Stock Holding History

WealthTrust Asset Management’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 		– Sell
-3,522
Closed -$933K – 88
2023
Q3 		$933K Sell
3,522
-25
-0.7% -$6.5K 0.87% 36
2023
Q2 		$879K Buy
+3,547
New +$812K 0.8% 35

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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WealthTrust Asset Management's FDX Position: Q4 2023 in Review

WealthTrust Asset Management sold out of FedEx (FDX) in Q4 2023, closing a stake of 3,522 shares — an estimated $933K sold.

WealthTrust Asset Management first reported a position in FDX in Q2 2023 and held it in 2 quarters. The position peaked at $933K in Q3 2023. 1,742 funds tracked by Wall St. Rank hold FDX as of Q4 2023.

  • WealthTrust Asset Management reported no remaining FedEx position as of Q4 2023 after selling out during the quarter.
  • WealthTrust Asset Management sold 3,522 FedEx shares in Q4 2023, an estimated $933K.
  • WealthTrust Asset Management first reported a position in FedEx in Q2 2023 and held it in 2 quarters.
  • WealthTrust Asset Management's FedEx position peaked at $933K in Q3 2023.
  • 1,742 funds tracked by Wall St. Rank held FedEx as of Q4 2023.

Based on WealthTrust Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.