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Curi Wealth Management’s Expeditors International EXPD Stock Holding History

Curi 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
2022
Q3 		– Sell
-50
Closed -$5K – 359
2022
Q2 		$5K Buy
+50
New +$5.12K ﹤0.01% 451

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi Wealth Management's EXPD Position: Q3 2022 in Review

Curi Wealth Management sold out of Expeditors International (EXPD) in Q3 2022, closing a stake of 50 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in EXPD in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 708 funds tracked by Wall St. Rank hold EXPD as of Q3 2022.

  • Curi Wealth Management reported no remaining Expeditors International position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 50 Expeditors International shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in Expeditors International in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Expeditors International position peaked at $5K in Q2 2022.
  • 708 funds tracked by Wall St. Rank held Expeditors International as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.