CW
EXPD icon

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 $5.7T AUM 30.48% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return