AWA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return