RWA
EXPD icon

Ropes Wealth Advisors’s Expeditors International EXPD Stock Holding History

Ropes 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
-12
Closed -$1K – 429
2020
Q4 		$1K Sell
12
-646
-98% -$58.8K ﹤0.01% 717
2020
Q3 		$60K Buy
658
+531
+418% +$45.2K 0.01% 316
2020
Q2 		$10K Buy
+127
New +$9.28K ﹤0.01% 444
2017
Q2 		– Sell
-5
Closed – – 537
2017
Q1 		$0 Buy
+5
New +$274 ﹤0.01% 529
2016
Q4 		– Sell
-470
Closed -$24K – 493
2016
Q3 		$24K Buy
+470
New +$23.8K 0.01% 343
2016
Q2 		– Sell
-8
Closed – – 492
2016
Q1 		$0 Sell
8
-1,637
-100% -$75K ﹤0.01% 478
2015
Q4 		$74K Buy
+1,645
New +$79.8K 0.03% 219

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