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Engrave Wealth Partners’s Expeditors International EXPD Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-206
Closed -$15K – 182
2020
Q2 		$15K Hold
206
– – 0.01% 213
2020
Q1 		$13K Hold
206
– – 0.02% 188
2019
Q4 		$16K Buy
+206
New +$15.4K 0.02% 245

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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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Engrave Wealth Partners's EXPD Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Expeditors International (EXPD) in Q3 2020, closing a stake of 206 shares — an estimated $15K sold.

Engrave Wealth Partners first reported a position in EXPD in Q4 2019 and held it in 3 quarters. The position peaked at $16K in Q4 2019. 633 funds tracked by Wall St. Rank hold EXPD as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Expeditors International position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 206 Expeditors International shares in Q3 2020, an estimated $15K.
  • Engrave Wealth Partners first reported a position in Expeditors International in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Expeditors International position peaked at $16K in Q4 2019.
  • 633 funds tracked by Wall St. Rank held Expeditors International as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.