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Heritage Wealth Advisors’s Expeditors International EXPD Stock Holding History

Heritage 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
2025
Q1 		– Sell
-15
Closed -$1.66K – 604
2024
Q4 		$1.66K Buy
15
+3
+25% +$358 ﹤0.01% 563
2024
Q3 		$1.58K Buy
+12
New +$1.47K ﹤0.01% 557
2020
Q1 		– Sell
-11
Closed -$858 – 488
2019
Q4 		$858 Buy
+11
New +$824 ﹤0.01% 682

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Advisors's EXPD Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Expeditors International (EXPD) in Q1 2025, closing a stake of 15 shares — an estimated $1.66K sold.

Heritage Wealth Advisors first reported a position in EXPD in Q4 2019 and held it in 3 quarters. The position peaked at $1.66K in Q4 2024. 839 funds tracked by Wall St. Rank hold EXPD as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Expeditors International position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 15 Expeditors International shares in Q1 2025, an estimated $1.66K.
  • Heritage Wealth Advisors first reported a position in Expeditors International in Q4 2019 and held it in 3 quarters.
  • Heritage Wealth Advisors's Expeditors International position peaked at $1.66K in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Expeditors International as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.