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Evoke Wealth’s Expeditors International EXPD Stock Holding History

Evoke 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
2022
Q4 		– Sell
-30
Closed -$3K – 639
2022
Q3 		$3K Sell
30
-52
-63% -$5.21K ﹤0.01% 962
2022
Q2 		$8K Buy
82
+65
+382% +$6.66K ﹤0.01% 806
2022
Q1 		$2K Hold
17
– – ﹤0.01% 1036
2021
Q4 		$2K Hold
17
– – ﹤0.01% 1038
2021
Q3 		$2K Hold
17
– – ﹤0.01% 1004
2021
Q2 		$2K Sell
17
-53
-76% -$6.25K ﹤0.01% 1042
2021
Q1 		$8K Hold
70
– – ﹤0.01% 724
2020
Q4 		$7K Sell
70
-310
-82% -$28.2K ﹤0.01% 639
2020
Q3 		$34K Hold
380
– – ﹤0.01% 407
2020
Q2 		$29K Sell
380
-525
-58% -$38.4K ﹤0.01% 417
2020
Q1 		$60.4K Buy
905
+732
+423% +$52.2K 0.01% 325
2019
Q4 		$13.5K Sell
173
-2,545
-94% -$191K ﹤0.01% 675
2019
Q3 		$202K Buy
+2,718
New +$199K 0.02% 253

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth's EXPD Position: Q4 2022 in Review

Evoke Wealth sold out of Expeditors International (EXPD) in Q4 2022, closing a stake of 30 shares — an estimated $3K sold.

Evoke Wealth first reported a position in EXPD in Q3 2019 and held it in 13 quarters. The position peaked at $202K in Q3 2019. 751 funds tracked by Wall St. Rank hold EXPD as of Q4 2022.

  • Evoke Wealth reported no remaining Expeditors International position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 30 Expeditors International shares in Q4 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Expeditors International in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Expeditors International position peaked at $202K in Q3 2019.
  • 751 funds tracked by Wall St. Rank held Expeditors International as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.