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AC
Avestar Capital’s
Expeditors International
EXPD
Stock Holding History
Avestar Capital’s Portfolio
EXPD Stock Details
EXPD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-3,043
Closed
-$370K
–
476
2024
Q1
$370K
Sell
3,043
-66
-2%
-$8.16K
0.04%
289
2023
Q4
$395K
Buy
3,109
+35
+1%
+$4.13K
0.05%
239
2023
Q3
$352K
Buy
3,074
+16
+0.5%
+$1.9K
0.05%
215
2023
Q2
$370K
Buy
3,058
+105
+4%
+$11.9K
0.06%
195
2023
Q1
$325K
Buy
2,953
+169
+6%
+$18.4K
0.07%
216
2022
Q4
$289K
Sell
2,784
-769
-22%
-$79.3K
0.06%
216
2022
Q3
$314K
Sell
3,553
-443
-11%
-$44.3K
0.09%
175
2022
Q2
$389K
Buy
3,996
+828
+26%
+$84.8K
0.11%
151
2022
Q1
$327K
Sell
3,168
-292
-8%
-$32.2K
0.06%
291
2021
Q4
$465K
Buy
3,460
+306
+10%
+$38.3K
0.09%
272
2021
Q3
$376K
Buy
3,154
+169
+6%
+$21.2K
0.07%
305
2021
Q2
$378K
Buy
+2,985
New
+$352K
0.07%
293
2019
Q3
–
Sell
-31
Closed
–
–
395
2019
Q2
$0
Hold
31
–
–
﹤0.01%
889
2019
Q1
$0
Hold
31
–
–
﹤0.01%
881
2018
Q4
$0
Buy
31
+9
+41%
+$632
﹤0.01%
878
2018
Q3
$0
Buy
22
+8
+57%
+$591
﹤0.01%
883
2018
Q2
$0
Buy
14
+5
+56%
+$349
﹤0.01%
915
2018
Q1
$0
Buy
+9
New
+$578
﹤0.01%
859
Other funds holding EXPD
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Loomis, Sayles & Company
Boston, Massachusetts
$74.3B AUM
24.01%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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