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Wealthstreet Investment Advisors, LLC: FDX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthstreet Investment Advisors, LLC on FDX, newest first. How the timeline and the estimate are built.

Wealthstreet Investment Advisors, LLC held 0 FDX shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 0 shares
    Change vs previous 13F -18,059 shares

    13F-HR 0001580642-21-003387 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-03-31
    13F 18,059 shares
    Change vs previous 13F -100 shares

    0.5% of the 13F portfolio, value $5,129,000.

    13F-HR 0001580642-21-001956 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-12-31
    13F 18,159 shares
    Change vs previous 13F +50 shares

    0.48% of the 13F portfolio, value $4,714,000.

    13F-HR 0001580642-21-000168 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-09-30
    13F 18,109 shares
    Change vs previous 13F -415 shares

    0.51% of the 13F portfolio, value $4,555,000.

    13F-HR 0001580642-20-003877 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-06-30
    13F 18,524 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,597,000.

    13F-HR 0001580642-20-002925 filed by Wealthstreet Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).