Artemis Wealth Advisors’s Expeditors International EXPD Stock Holding History

Artemis 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
2023 Q4	–	Sell	-329	Closed	-$37.7K	–	41
2023 Q3	$37.7K	Sell	329 -17	-5%	-$2.02K	0.01%	48
2023 Q2	$41.9K	Buy	346 +10	+3%	+$1.14K	0.01%	39
2023 Q1	$37K	Sell	336 -2	-0.6%	-$217	0.01%	37
2022 Q4	$35.1K	Buy	338 +2	+0.6%	+$206	0.01%	48
2022 Q3	$29.7K	Hold	336	–	–	0.01%	62
2022 Q2	$32.7K	Buy	336 +33	+11%	+$3.38K	0.01%	77
2022 Q1	$31.3K	Sell	303 -3	-1%	-$331	0.01%	48
2021 Q4	$41.1K	Buy	+306	New	+$38.3K	0.01%	50
2021 Q2	–	Sell	-223	Closed	-$24K	–	81
2021 Q1	$24K	Buy	+223	New	+$21.5K	﹤0.01%	56

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Artemis Wealth Advisors's EXPD Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Expeditors International (EXPD) in Q4 2023, closing a stake of 329 shares — an estimated $37.7K sold.

Artemis Wealth Advisors first reported a position in EXPD in Q1 2021 and held it in 9 quarters. The position peaked at $41.9K in Q2 2023. 823 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

Artemis Wealth Advisors reported no remaining Expeditors International position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 329 Expeditors International shares in Q4 2023, an estimated $37.7K.
Artemis Wealth Advisors first reported a position in Expeditors International in Q1 2021 and held it in 9 quarters.
Artemis Wealth Advisors's Expeditors International position peaked at $41.9K in Q2 2023.
823 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.