CWM
EXPD icon

Congress Wealth Management’s Expeditors International EXPD Stock Holding History

Congress Wealth Management’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
2024
Q1 		– Sell
-1,631
Closed -$207K – 599
2023
Q4 		$207K Buy
+1,631
New +$192K ﹤0.01% 591
2022
Q2 		– Sell
-2,423
Closed -$250K – 571
2022
Q1 		$250K Buy
2,423
+70
+3% +$7.72K 0.01% 542
2021
Q4 		$316K Buy
+2,353
New +$295K 0.01% 527

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Congress Wealth Management's EXPD Position: Q1 2024 in Review

Congress Wealth Management sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 1,631 shares — an estimated $207K sold.

Congress Wealth Management first reported a position in EXPD in Q4 2021 and held it in 3 quarters. The position peaked at $316K in Q4 2021. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

  • Congress Wealth Management reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
  • Congress Wealth Management sold 1,631 Expeditors International shares in Q1 2024, an estimated $207K.
  • Congress Wealth Management first reported a position in Expeditors International in Q4 2021 and held it in 3 quarters.
  • Congress Wealth Management's Expeditors International position peaked at $316K in Q4 2021.
  • 808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on Congress Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.