High Net Worth Advisory Group’s Expeditors International EXPD Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-266	Closed	-$27.6K	–	308
2022 Q4	$27.6K	Sell	266 -67	-20%	-$6.91K	0.01%	394
2022 Q3	$29K	Hold	333	–	–	0.01%	406
2022 Q2	$32K	Hold	333	–	–	0.01%	385
2022 Q1	$34K	Hold	333	–	–	0.01%	387
2021 Q4	$45K	Buy	+333	New	+$41.7K	0.02%	359

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

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

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

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

High Net Worth Advisory Group's EXPD Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Expeditors International (EXPD) in Q1 2023, closing a stake of 266 shares — an estimated $27.6K sold.

High Net Worth Advisory Group first reported a position in EXPD in Q4 2021 and held it in 5 quarters. The position peaked at $45K in Q4 2021. 766 funds tracked by Wall St. Rank hold EXPD as of Q1 2023.

High Net Worth Advisory Group reported no remaining Expeditors International position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 266 Expeditors International shares in Q1 2023, an estimated $27.6K.
High Net Worth Advisory Group first reported a position in Expeditors International in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Expeditors International position peaked at $45K in Q4 2021.
766 funds tracked by Wall St. Rank held Expeditors International as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.