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CreativeOne Wealth’s Expeditors International EXPD Stock Holding History

CreativeOne Wealth’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
Q4 		– Sell
-1,815
Closed -$239K – 1083
2024
Q3 		$239K Buy
+1,815
New +$222K 0.01% 845
2024
Q2 		– Sell
-1,846
Closed -$224K – 811
2024
Q1 		$224K Buy
+1,846
New +$228K 0.01% 807
2023
Q4 		– Sell
-2,892
Closed -$332K – 633
2023
Q3 		$332K Sell
2,892
-5,240
-64% -$623K 0.02% 420
2023
Q2 		$985K Buy
+8,132
New +$925K 0.05% 334

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CreativeOne Wealth's EXPD Position: Q4 2024 in Review

CreativeOne Wealth sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 1,815 shares — an estimated $239K sold.

CreativeOne Wealth first reported a position in EXPD in Q2 2023 and held it in 4 quarters. The position peaked at $985K in Q2 2023. 827 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • CreativeOne Wealth reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • CreativeOne Wealth sold 1,815 Expeditors International shares in Q4 2024, an estimated $239K.
  • CreativeOne Wealth first reported a position in Expeditors International in Q2 2023 and held it in 4 quarters.
  • CreativeOne Wealth's Expeditors International position peaked at $985K in Q2 2023.
  • 827 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on CreativeOne Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.