SOA Wealth Advisors’s Expeditors International EXPD Stock Holding History

SOA 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
2024 Q2	–	Sell	-2	Closed	-$243	–	873
2024 Q1	$243	Hold	2	–	–	﹤0.01%	846
2023 Q4	$254	Hold	2	–	–	﹤0.01%	837
2023 Q3	$229	Hold	2	–	–	﹤0.01%	869
2023 Q2	$242	Hold	2	–	–	﹤0.01%	870
2023 Q1	$220	Hold	2	–	–	﹤0.01%	898
2022 Q4	$208	Hold	2	–	–	﹤0.01%	901
2022 Q3	$0	Hold	2	–	–	﹤0.01%	867
2022 Q2	$0	Sell	2 -5	-71%	-$512	﹤0.01%	869
2022 Q1	$0	Hold	7	–	–	﹤0.01%	927
2021 Q4	$0	Hold	7	–	–	﹤0.01%	903
2021 Q3	$0	Hold	7	–	–	﹤0.01%	917
2021 Q2	$0	Sell	7 -4	-36%	-$472	﹤0.01%	889
2021 Q1	$1K	Buy	11 +2	+22%	+$193	﹤0.01%	763
2020 Q4	$0	Buy	+9	New	+$820	﹤0.01%	814

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

SOA Wealth Advisors's EXPD Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 2 shares — an estimated $243 sold.

SOA Wealth Advisors first reported a position in EXPD in Q4 2020 and held it in 14 quarters. The position peaked at $1K in Q1 2021. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

SOA Wealth Advisors reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 2 Expeditors International shares in Q2 2024, an estimated $243.
SOA Wealth Advisors first reported a position in Expeditors International in Q4 2020 and held it in 14 quarters.
SOA Wealth Advisors's Expeditors International position peaked at $1K in Q1 2021.
811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.