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Regent Peak Wealth Advisors’s Expeditors International EXPD Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-251
Closed -$24K – 419
2020
Q4 		$24K Buy
+251
New +$22.9K 0.01% 421

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

Regent Peak Wealth Advisors's EXPD Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Expeditors International (EXPD) in Q1 2021, closing a stake of 251 shares — an estimated $24K sold.

Regent Peak Wealth Advisors first reported a position in EXPD in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 676 funds tracked by Wall St. Rank hold EXPD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Expeditors International position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 251 Expeditors International shares in Q1 2021, an estimated $24K.
  • Regent Peak Wealth Advisors first reported a position in Expeditors International in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Expeditors International position peaked at $24K in Q4 2020.
  • 676 funds tracked by Wall St. Rank held Expeditors International as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.