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Reston Wealth Management’s Expeditors International EXPD Stock Holding History

Reston 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
2024
Q4 		– Sell
-2
Closed -$263 – 187
2024
Q3 		$263 Buy
+2
New +$245 ﹤0.01% 430

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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
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Reston Wealth Management's EXPD Position: Q4 2024 in Review

Reston Wealth Management sold out of Expeditors International (EXPD) in Q4 2024, closing a stake of 2 shares — an estimated $263 sold.

Reston Wealth Management first reported a position in EXPD in Q3 2024 and held it in 1 quarter. The position peaked at $263 in Q3 2024. 825 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

  • Reston Wealth Management reported no remaining Expeditors International position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 2 Expeditors International shares in Q4 2024, an estimated $263.
  • Reston Wealth Management first reported a position in Expeditors International in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Expeditors International position peaked at $263 in Q3 2024.
  • 825 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.