PWM
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PRW Wealth Management’s Expeditors International EXPD Stock Holding History

PRW 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
2019
Q2 		– Sell
-5
Closed – – 270
2019
Q1 		$0 Hold
5
– – ﹤0.01% 715
2018
Q4 		$0 Buy
+5
New +$351 ﹤0.01% 702

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
BCF
BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PRW Wealth Management's EXPD Position: Q2 2019 in Review

PRW Wealth Management sold out of Expeditors International (EXPD) in Q2 2019, closing a stake of 5 shares.

PRW Wealth Management first reported a position in EXPD in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 578 funds tracked by Wall St. Rank hold EXPD as of Q2 2019.

  • PRW Wealth Management reported no remaining Expeditors International position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 5 Expeditors International shares in Q2 2019.
  • PRW Wealth Management first reported a position in Expeditors International in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Expeditors International position peaked at $0 in Q1 2019.
  • 578 funds tracked by Wall St. Rank held Expeditors International as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.