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Advus Financial Partners, LLC’s FedEx FDX Stock Holding History

Advus Financial Partners, LLC’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
2022
Q2 		– Sell
-1,036
Closed -$240K – 131
2022
Q1 		$240K Buy
+1,036
New +$243K 0.12% 109
2021
Q3 		$263K Buy
+1,016
New +$276K 0.14% 80

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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners, LLC's FDX Position: Q2 2022 in Review

Advus Financial Partners, LLC sold out of FedEx (FDX) in Q2 2022, closing a stake of 1,036 shares — an estimated $240K sold.

Advus Financial Partners, LLC first reported a position in FDX in Q3 2021 and held it in 2 quarters. The position peaked at $263K in Q3 2021. 1,645 funds tracked by Wall St. Rank hold FDX as of Q2 2022.

  • Advus Financial Partners, LLC reported no remaining FedEx position as of Q2 2022 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,036 FedEx shares in Q2 2022, an estimated $240K.
  • Advus Financial Partners, LLC first reported a position in FedEx in Q3 2021 and held it in 2 quarters.
  • Advus Financial Partners, LLC's FedEx position peaked at $263K in Q3 2021.
  • 1,645 funds tracked by Wall St. Rank held FedEx as of Q2 2022.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2022, filed 25 Aug 2026.