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

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

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

First Trust Advisors

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