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Ameliora Wealth Management’s Expeditors International EXPD Stock Holding History

Ameliora Wealth Management’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-709
Closed -$73.7K – 232
2022
Q4 		$73.7K Hold
709
– – 0.04% 122
2022
Q3 		$63K Buy
+709
New +$71K 0.03% 131

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameliora Wealth Management's EXPD Position: Q1 2023 in Review

Ameliora Wealth Management sold out of Expeditors International (EXPD) in Q1 2023, closing a stake of 709 shares — an estimated $73.7K sold.

Ameliora Wealth Management first reported a position in EXPD in Q3 2022 and held it in 2 quarters. The position peaked at $73.7K in Q4 2022. 766 funds tracked by Wall St. Rank hold EXPD as of Q1 2023.

  • Ameliora Wealth Management reported no remaining Expeditors International position as of Q1 2023 after selling out during the quarter.
  • Ameliora Wealth Management sold 709 Expeditors International shares in Q1 2023, an estimated $73.7K.
  • Ameliora Wealth Management first reported a position in Expeditors International in Q3 2022 and held it in 2 quarters.
  • Ameliora Wealth Management's Expeditors International position peaked at $73.7K in Q4 2022.
  • 766 funds tracked by Wall St. Rank held Expeditors International as of Q1 2023.

Based on Ameliora Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.