SWA
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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% 870
2022
Q1 		$0 Hold
7
– – ﹤0.01% 928
2021
Q4 		$0 Hold
7
– – ﹤0.01% 903
2021
Q3 		$0 Hold
7
– – ﹤0.01% 918
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return