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Core Wealth Advisors (Florida)’s Expeditors International EXPD Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q2 		– Sell
-51
Closed -$3K – 138
2020
Q1 		$3K Buy
+51
New +$3.64K ﹤0.01% 117

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Core Wealth Advisors (Florida)'s EXPD Position: Q2 2020 in Review

Core Wealth Advisors (Florida) sold out of Expeditors International (EXPD) in Q2 2020, closing a stake of 51 shares — an estimated $3K sold.

Core Wealth Advisors (Florida) first reported a position in EXPD in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 620 funds tracked by Wall St. Rank hold EXPD as of Q2 2020.

  • Core Wealth Advisors (Florida) reported no remaining Expeditors International position as of Q2 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 51 Expeditors International shares in Q2 2020, an estimated $3K.
  • Core Wealth Advisors (Florida) first reported a position in Expeditors International in Q1 2020 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Expeditors International position peaked at $3K in Q1 2020.
  • 620 funds tracked by Wall St. Rank held Expeditors International as of Q2 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2020, filed 31 Jul 2020.