Capital Asset Advisory Services’s Expeditors International EXPD Stock Holding History

Capital Asset Advisory Services’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
2021 Q1	–	Sell	-77	Closed	-$7K	–	929
2020 Q4	$7K	Buy	+77	New	+$7.01K	﹤0.01%	1174
2020 Q1	–	Sell	-4,054	Closed	-$297K	–	542
2019 Q4	$297K	Buy	+4,054	New	+$304K	0.07%	271

Other funds holding EXPD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Asset Advisory Services's EXPD Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Expeditors International (EXPD) in Q1 2021, closing a stake of 77 shares — an estimated $7K sold.

Capital Asset Advisory Services first reported a position in EXPD in Q4 2019 and held it in 2 quarters. The position peaked at $297K in Q4 2019. 676 funds tracked by Wall St. Rank hold EXPD as of Q1 2021.

Capital Asset Advisory Services reported no remaining Expeditors International position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 77 Expeditors International shares in Q1 2021, an estimated $7K.
Capital Asset Advisory Services first reported a position in Expeditors International in Q4 2019 and held it in 2 quarters.
Capital Asset Advisory Services's Expeditors International position peaked at $297K in Q4 2019.
676 funds tracked by Wall St. Rank held Expeditors International as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.