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YorkBridge Wealth Partners’s FedEx FDX Stock Holding History

YorkBridge Wealth Partners’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
Q1 		– Sell
-825
Closed -$214K – 243
2020
Q4 		$214K Buy
825
+12
+1% +$3.32K 0.07% 204
2020
Q3 		$204K Buy
+813
New +$163K 0.09% 169
2019
Q3 		– Sell
-1,840
Closed -$302K – 338
2019
Q2 		$302K Buy
1,840
+1,177
+178% +$206K 0.13% 140
2019
Q1 		$120K Buy
663
+273
+70% +$48.3K 0.06% 248
2018
Q4 		$63K Sell
390
-20
-5% -$4.23K 0.03% 307
2018
Q3 		$98K Sell
410
-1,584
-79% -$384K 0.04% 287
2018
Q2 		$453K Hold
1,994
– – 0.2% 106
2018
Q1 		$482K Buy
1,994
+52
+3% +$13.1K 0.22% 97
2017
Q4 		$483K Buy
1,942
+861
+80% +$197K 0.23% 97
2017
Q3 		$244K Sell
1,081
-150
-12% -$31.9K 0.13% 155
2017
Q2 		$268K Sell
1,231
-110
-8% -$21.7K 0.14% 140
2017
Q1 		$253K Sell
1,341
-66
-5% -$12.6K 0.13% 144
2016
Q4 		$269K Buy
+1,407
New +$258K 0.16% 127

Other funds holding FDX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

YorkBridge Wealth Partners's FDX Position: Q1 2021 in Review

YorkBridge Wealth Partners sold out of FedEx (FDX) in Q1 2021, closing a stake of 825 shares — an estimated $214K sold.

YorkBridge Wealth Partners first reported a position in FDX in Q4 2016 and held it in 13 quarters. The position peaked at $483K in Q4 2017. 1,593 funds tracked by Wall St. Rank hold FDX as of Q1 2021.

  • YorkBridge Wealth Partners reported no remaining FedEx position as of Q1 2021 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 825 FedEx shares in Q1 2021, an estimated $214K.
  • YorkBridge Wealth Partners first reported a position in FedEx in Q4 2016 and held it in 13 quarters.
  • YorkBridge Wealth Partners's FedEx position peaked at $483K in Q4 2017.
  • 1,593 funds tracked by Wall St. Rank held FedEx as of Q1 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2021, filed 15 Apr 2021.