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Perigon Wealth Management’s Expeditors International EXPD Stock Holding History

Perigon 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
2021
Q1 		– Sell
-333
Closed -$32K – 669
2020
Q4 		$32K Buy
+333
New +$30.3K ﹤0.01% 878

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perigon Wealth Management's EXPD Position: Q1 2021 in Review

Perigon Wealth Management sold out of Expeditors International (EXPD) in Q1 2021, closing a stake of 333 shares — an estimated $32K sold.

Perigon Wealth Management first reported a position in EXPD in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 676 funds tracked by Wall St. Rank hold EXPD as of Q1 2021.

  • Perigon Wealth Management reported no remaining Expeditors International position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 333 Expeditors International shares in Q1 2021, an estimated $32K.
  • Perigon Wealth Management first reported a position in Expeditors International in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Expeditors International position peaked at $32K in Q4 2020.
  • 676 funds tracked by Wall St. Rank held Expeditors International as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.