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Confluence Wealth Services’s Expeditors International EXPD Stock Holding History

Confluence Wealth 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
2022
Q1 		– Sell
-56
Closed -$7K – 519
2021
Q4 		$7K Buy
+56
New +$7.01K ﹤0.01% 990

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

Confluence Wealth Services's EXPD Position: Q1 2022 in Review

Confluence Wealth Services sold out of Expeditors International (EXPD) in Q1 2022, closing a stake of 56 shares — an estimated $7K sold.

Confluence Wealth Services first reported a position in EXPD in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 756 funds tracked by Wall St. Rank hold EXPD as of Q1 2022.

  • Confluence Wealth Services reported no remaining Expeditors International position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 56 Expeditors International shares in Q1 2022, an estimated $7K.
  • Confluence Wealth Services first reported a position in Expeditors International in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Expeditors International position peaked at $7K in Q4 2021.
  • 756 funds tracked by Wall St. Rank held Expeditors International as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.