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CWS Financial Advisors’s Expeditors International EXPD Stock Holding History

CWS Financial Advisors’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
2023
Q4 		– Sell
-1,824
Closed -$209K – 156
2023
Q3 		$209K Sell
1,824
-219
-11% -$26K 0.08% 135
2023
Q2 		$247K Hold
2,043
– – 0.09% 125
2023
Q1 		$225K Sell
2,043
-349
-15% -$37.9K 0.09% 132
2022
Q4 		$258K Buy
2,392
+50
+2% +$5.15K 0.11% 117
2022
Q3 		$207K Buy
2,342
+14
+0.6% +$1.4K 0.1% 129
2022
Q2 		$227K Buy
2,328
+18
+0.8% +$1.84K 0.1% 128
2022
Q1 		$238K Sell
2,310
-2
-0.1% -$221 0.09% 139
2021
Q4 		$310K Buy
+2,312
New +$289K 0.11% 114
2021
Q2 		$302K Sell
2,388
-4
-0.2% -$472 0.12% 114
2021
Q1 		$258K Buy
2,392
+45
+2% +$4.33K 0.11% 117
2020
Q4 		$223K Sell
2,347
-12
-0.5% -$1.09K 0.13% 120
2020
Q3 		$214K Buy
+2,359
New +$201K 0.14% 118
2020
Q2 		– Sell
-2,693
Closed -$210K – 125
2020
Q1 		$210K Hold
2,693
– – 0.16% 118
2019
Q4 		$210K Buy
+2,693
New +$202K 0.15% 118

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWS Financial Advisors's EXPD Position: Q4 2023 in Review

CWS Financial Advisors sold out of Expeditors International (EXPD) in Q4 2023, closing a stake of 1,824 shares — an estimated $209K sold.

CWS Financial Advisors first reported a position in EXPD in Q4 2019 and held it in 14 quarters. The position peaked at $310K in Q4 2021. 823 funds tracked by Wall St. Rank hold EXPD as of Q4 2023.

  • CWS Financial Advisors reported no remaining Expeditors International position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 1,824 Expeditors International shares in Q4 2023, an estimated $209K.
  • CWS Financial Advisors first reported a position in Expeditors International in Q4 2019 and held it in 14 quarters.
  • CWS Financial Advisors's Expeditors International position peaked at $310K in Q4 2021.
  • 823 funds tracked by Wall St. Rank held Expeditors International as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.