WR Wealth Planners’s FedEx FDX Stock Holding History

WR Wealth Planners’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 Q4	$53.4K	Buy	190 +7	+4%	+$1.95K	0.02%	314
2024 Q3	$50K	Hold	183	–	–	0.01%	341
2024 Q2	$54.8K	Sell	183 -47	-20%	-$12.3K	0.02%	318
2024 Q1	$66.6K	Buy	+230	New	+$57.5K	0.02%	299
2023 Q4	–	Sell	-224	Closed	-$59.3K	–	415
2023 Q3	$59.3K	Hold	224	–	–	0.02%	299
2023 Q2	$55.5K	Hold	224	–	–	0.02%	305
2023 Q1	$51.2K	Buy	224 +193	+623%	+$39.2K	0.02%	317
2022 Q4	$5.31K	Buy	31 +1	+3%	+$166	﹤0.01%	324
2022 Q3	$4.52K	Sell	30 -214	-88%	-$45.2K	﹤0.01%	319
2022 Q2	$55.4K	Hold	244	–	–	0.04%	160
2022 Q1	$56.5K	Buy	+244	New	+$57.3K	0.03%	164

Other funds holding FDX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WR Wealth Planners's FDX Position: Q4 2024 in Review

WR Wealth Planners increased its FedEx (FDX) stake by 3.8% in Q4 2024, buying an estimated $1.95K and bringing the position to 190 shares worth $53.4K. The position accounts for 0.02% of the portfolio, ranked #314.

WR Wealth Planners first reported a position in FDX in Q1 2022 and has held it in 11 quarters since. The position peaked at $66.6K in Q1 2024. 1,828 funds tracked by Wall St. Rank hold FDX as of Q4 2024.

WR Wealth Planners held 190 shares of FedEx worth $53.4K as of Q4 2024.
WR Wealth Planners bought 7 FedEx shares in Q4 2024, an estimated $1.95K.
FedEx made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #314 holding.
WR Wealth Planners first reported a position in FedEx in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's FedEx position peaked at $66.6K in Q1 2024.
1,828 funds tracked by Wall St. Rank held FedEx as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.