Moss Adams Wealth Advisors’s Expeditors International EXPD Stock Holding History

Moss Adams 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
2024 Q3	–	Sell	-1,854	Closed	-$231K	–	210
2024 Q2	$231K	Buy	1,854 +26	+1%	+$3.1K	0.03%	152
2024 Q1	$222K	Buy	1,828 +135	+8%	+$16.7K	0.04%	135
2023 Q4	$215K	Buy	+1,693	New	+$200K	0.04%	111
2023 Q3	–	Sell	-1,834	Closed	-$222K	–	168
2023 Q2	$222K	Buy	+1,834	New	+$209K	0.07%	86

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Moss Adams Wealth Advisors's EXPD Position: Q3 2024 in Review

Moss Adams Wealth Advisors sold out of Expeditors International (EXPD) in Q3 2024, closing a stake of 1,854 shares — an estimated $231K sold.

Moss Adams Wealth Advisors first reported a position in EXPD in Q2 2023 and held it in 4 quarters. The position peaked at $231K in Q2 2024. 821 funds tracked by Wall St. Rank hold EXPD as of Q3 2024.

Moss Adams Wealth Advisors reported no remaining Expeditors International position as of Q3 2024 after selling out during the quarter.
Moss Adams Wealth Advisors sold 1,854 Expeditors International shares in Q3 2024, an estimated $231K.
Moss Adams Wealth Advisors first reported a position in Expeditors International in Q2 2023 and held it in 4 quarters.
Moss Adams Wealth Advisors's Expeditors International position peaked at $231K in Q2 2024.
821 funds tracked by Wall St. Rank held Expeditors International as of Q3 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.