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JWM
Janiczek Wealth Management’s
Expeditors International
EXPD
Stock Holding History
Janiczek 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
2024
Q2
$33.1K
Sell
265
-69
-21%
-$8.22K
0.01%
470
2024
Q1
$40.6K
Buy
334
+63
+23%
+$7.79K
0.01%
438
2023
Q4
$34.5K
Buy
271
+13
+5%
+$1.53K
0.01%
456
2023
Q3
$29.6K
Buy
258
+47
+22%
+$5.59K
0.01%
460
2023
Q2
$25.6K
Buy
211
+15
+8%
+$1.71K
0.01%
428
2023
Q1
$21.9K
Buy
196
+69
+54%
+$7.49K
0.01%
441
2022
Q4
$14K
Sell
127
-42
-25%
-$4.33K
﹤0.01%
505
2022
Q3
$15K
Sell
169
-442
-72%
-$44.2K
﹤0.01%
487
2022
Q2
$65K
Sell
611
-72
-11%
-$7.38K
0.02%
268
2022
Q1
$70K
Sell
683
-39
-5%
-$4.3K
0.02%
256
2021
Q4
$97K
Buy
722
+7
+1%
+$876
0.03%
193
2021
Q3
$85K
Sell
715
-4
-0.6%
-$501
0.03%
191
2021
Q2
$91K
Buy
719
+22
+3%
+$2.6K
0.03%
169
2021
Q1
$75K
Sell
697
-125
-15%
-$12K
0.03%
179
2020
Q4
$78K
Buy
822
+623
+313%
+$56.7K
0.04%
133
2020
Q3
$18K
Buy
+199
New
+$16.9K
0.01%
163
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Loomis, Sayles & Company
Boston, Massachusetts
$74.3B AUM
24.01%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
UBS AM
Chicago, Illinois
$481B AUM
26.39%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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