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Focused Wealth Management’s Expeditors International EXPD Stock Holding History

Focused Wealth Management’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
Q3 		– Sell
-1,150
Closed -$146K – 1027
2021
Q2 		$146K Buy
+1,150
New +$136K 0.02% 226

Other funds holding EXPD

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Loomis, Sayles & Company
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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Focused Wealth Management's EXPD Position: Q3 2021 in Review

Focused Wealth Management sold out of Expeditors International (EXPD) in Q3 2021, closing a stake of 1,150 shares — an estimated $146K sold.

Focused Wealth Management first reported a position in EXPD in Q2 2021 and held it in 1 quarter. The position peaked at $146K in Q2 2021. 704 funds tracked by Wall St. Rank hold EXPD as of Q3 2021.

  • Focused Wealth Management reported no remaining Expeditors International position as of Q3 2021 after selling out during the quarter.
  • Focused Wealth Management sold 1,150 Expeditors International shares in Q3 2021, an estimated $146K.
  • Focused Wealth Management first reported a position in Expeditors International in Q2 2021 and held it in 1 quarter.
  • Focused Wealth Management's Expeditors International position peaked at $146K in Q2 2021.
  • 704 funds tracked by Wall St. Rank held Expeditors International as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.