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 $6.73T AUM 46.02% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ropes Wealth Advisors's EXPD Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Expeditors International (EXPD) in Q1 2021, closing a stake of 12 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in EXPD in Q4 2015 and held it in 7 quarters. The position peaked at $74K in Q4 2015. 676 funds tracked by Wall St. Rank hold EXPD as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Expeditors International position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 12 Expeditors International shares in Q1 2021, an estimated $1K.
  • Ropes Wealth Advisors first reported a position in Expeditors International in Q4 2015 and held it in 7 quarters.
  • Ropes Wealth Advisors's Expeditors International position peaked at $74K in Q4 2015.
  • 676 funds tracked by Wall St. Rank held Expeditors International as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.