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Modera Wealth Management’s Expeditors International EXPD Stock Holding History

Modera 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
2022
Q1 		– Sell
-2,003
Closed -$269K – 432
2021
Q4 		$269K Buy
+2,003
New +$251K 0.01% 450

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Modera Wealth Management's EXPD Position: Q1 2022 in Review

Modera Wealth Management sold out of Expeditors International (EXPD) in Q1 2022, closing a stake of 2,003 shares — an estimated $269K sold.

Modera Wealth Management first reported a position in EXPD in Q4 2021 and held it in 1 quarter. The position peaked at $269K in Q4 2021. 756 funds tracked by Wall St. Rank hold EXPD as of Q1 2022.

  • Modera Wealth Management reported no remaining Expeditors International position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 2,003 Expeditors International shares in Q1 2022, an estimated $269K.
  • Modera Wealth Management first reported a position in Expeditors International in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Expeditors International position peaked at $269K in Q4 2021.
  • 756 funds tracked by Wall St. Rank held Expeditors International as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.