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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return