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Wetzel Investment Advisors’s FedEx FDX Stock Holding History

Wetzel 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
2024
Q3 		– Sell
-440
Closed -$127K – 387
2024
Q2 		$127K Sell
440
-31
-7% -$8.11K 0.07% 153
2024
Q1 		$124K Buy
471
+143
+44% +$35.8K 0.07% 159
2023
Q4 		$83K Buy
+328
New +$83.3K 0.05% 195

Other funds holding FDX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wetzel Investment Advisors's FDX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of FedEx (FDX) in Q3 2024, closing a stake of 440 shares — an estimated $127K sold.

Wetzel Investment Advisors first reported a position in FDX in Q4 2023 and held it in 3 quarters. The position peaked at $127K in Q2 2024. 1,723 funds tracked by Wall St. Rank hold FDX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining FedEx position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 440 FedEx shares in Q3 2024, an estimated $127K.
  • Wetzel Investment Advisors first reported a position in FedEx in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's FedEx position peaked at $127K in Q2 2024.
  • 1,723 funds tracked by Wall St. Rank held FedEx as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.