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Stratos Wealth Advisors’s Expeditors International EXPD Stock Holding History

Stratos 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
-11,356
Closed -$1.38M – 723
2024
Q1 		$1.38M Buy
11,356
+357
+3% +$44.1K 0.08% 263
2023
Q4 		$1.4M Buy
10,999
+491
+5% +$57.9K 0.08% 266
2023
Q3 		$1.2M Buy
10,508
+1,257
+14% +$149K 0.08% 265
2023
Q2 		$1.12M Sell
9,251
-626
-6% -$71.2K 0.08% 277
2023
Q1 		$1.09M Buy
+9,877
New +$1.07M 0.08% 266

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Stratos Wealth Advisors sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 11,356 shares — an estimated $1.38M sold.

Stratos Wealth Advisors first reported a position in EXPD in Q1 2023 and held it in 5 quarters. The position peaked at $1.4M in Q4 2023. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

  • Stratos Wealth Advisors reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 11,356 Expeditors International shares in Q2 2024, an estimated $1.38M.
  • Stratos Wealth Advisors first reported a position in Expeditors International in Q1 2023 and held it in 5 quarters.
  • Stratos Wealth Advisors's Expeditors International position peaked at $1.4M in Q4 2023.
  • 811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.