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TCI Wealth Advisors’s Expeditors International EXPD Stock Holding History

TCI 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
2023
Q2 		– Sell
-19
Closed -$2.09K – 881
2023
Q1 		$2.09K Hold
19
– – ﹤0.01% 1958
2022
Q4 		$1.97K Sell
19
-287
-94% -$29.6K ﹤0.01% 1979
2022
Q3 		$27K Buy
306
+8
+3% +$801 ﹤0.01% 541
2022
Q2 		$29K Buy
298
+290
+3,625% +$29.7K ﹤0.01% 527
2022
Q1 		$1K Sell
8
-79
-91% -$8.71K ﹤0.01% 2095
2021
Q4 		$12K Sell
87
-32
-27% -$4.01K ﹤0.01% 1028
2021
Q3 		$14K Buy
119
+80
+205% +$10K ﹤0.01% 862
2021
Q2 		$5K Buy
39
+31
+388% +$3.66K ﹤0.01% 1430
2021
Q1 		$1K Hold
8
– – ﹤0.01% 2056
2020
Q4 		$1K Hold
8
– – ﹤0.01% 1371
2020
Q3 		$1K Hold
8
– – ﹤0.01% 1314
2020
Q2 		$1K Buy
+8
New +$584 ﹤0.01% 1245
2019
Q1 		– Sell
-4
Closed – – 1441
2018
Q4 		$0 Sell
4
-51
-93% -$3.58K ﹤0.01% 1500
2018
Q3 		$4K Buy
55
+5
+10% +$369 ﹤0.01% 841
2018
Q2 		$4K Buy
+50
New +$3.49K ﹤0.01% 838
2014
Q4 		– Sell
-50
Closed -$2K – 901
2014
Q3 		$2K Sell
50
-7
-12% -$298 ﹤0.01% 726
2014
Q2 		$3K Sell
57
-28
-33% -$1.2K ﹤0.01% 680
2014
Q1 		$3K Sell
85
-11
-11% -$451 ﹤0.01% 642
2013
Q4 		$4K Hold
96
– – ﹤0.01% 588
2013
Q3 		$0 Buy
+96
New +$3.98K ﹤0.01% 800

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCI Wealth Advisors's EXPD Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Expeditors International (EXPD) in Q2 2023, closing a stake of 19 shares — an estimated $2.09K sold.

TCI Wealth Advisors first reported a position in EXPD in Q3 2013 and held it in 20 quarters. The position peaked at $29K in Q2 2022. 796 funds tracked by Wall St. Rank hold EXPD as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Expeditors International position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 19 Expeditors International shares in Q2 2023, an estimated $2.09K.
  • TCI Wealth Advisors first reported a position in Expeditors International in Q3 2013 and held it in 20 quarters.
  • TCI Wealth Advisors's Expeditors International position peaked at $29K in Q2 2022.
  • 796 funds tracked by Wall St. Rank held Expeditors International as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.