Evolution Wealth Advisors’s Expeditors International EXPD Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-119	Closed	-$14K	–	320
2021 Q3	$14K	Hold	119	–	–	﹤0.01%	361
2021 Q2	$15K	Sell	119 -57	-32%	-$6.73K	﹤0.01%	346
2021 Q1	$19K	Buy	176 +57	+48%	+$5.49K	﹤0.01%	303
2020 Q4	$11K	Hold	119	–	–	﹤0.01%	339
2020 Q3	$11K	Hold	119	–	–	﹤0.01%	339
2020 Q2	$9K	Buy	+119	New	+$8.69K	﹤0.01%	301
2020 Q1	–	Sell	-61	Closed	-$5K	–	423
2019 Q4	$5K	Buy	+61	New	+$4.57K	﹤0.01%	398
2019 Q3	–	Sell	-119	Closed	-$9K	–	516
2019 Q2	$9K	Buy	+119	New	+$8.98K	﹤0.01%	185

Other funds holding EXPD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Evolution Wealth Advisors's EXPD Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Expeditors International (EXPD) in Q4 2021, closing a stake of 119 shares — an estimated $14K sold.

Evolution Wealth Advisors first reported a position in EXPD in Q2 2019 and held it in 8 quarters. The position peaked at $19K in Q1 2021. 778 funds tracked by Wall St. Rank hold EXPD as of Q4 2021.

Evolution Wealth Advisors reported no remaining Expeditors International position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 119 Expeditors International shares in Q4 2021, an estimated $14K.
Evolution Wealth Advisors first reported a position in Expeditors International in Q2 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Expeditors International position peaked at $19K in Q1 2021.
778 funds tracked by Wall St. Rank held Expeditors International as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.