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Amplius Wealth Advisors’s Expeditors International EXPD Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-26
Closed -$3K – 415
2021
Q4 		$3K Buy
+26
New +$3.25K ﹤0.01% 777

Other funds holding EXPD

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Amplius Wealth Advisors's EXPD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Expeditors International (EXPD) in Q1 2022, closing a stake of 26 shares — an estimated $3K sold.

Amplius Wealth Advisors first reported a position in EXPD in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 756 funds tracked by Wall St. Rank hold EXPD as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Expeditors International position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 26 Expeditors International shares in Q1 2022, an estimated $3K.
  • Amplius Wealth Advisors first reported a position in Expeditors International in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Expeditors International position peaked at $3K in Q4 2021.
  • 756 funds tracked by Wall St. Rank held Expeditors International as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.