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TFO Wealth Partners’s Expeditors International EXPD Stock Holding History

TFO Wealth Partners’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
-3
Closed -$365 – 283
2024
Q1 		$365 Sell
3
-2
-40% -$247 ﹤0.01% 348
2023
Q4 		$636 Hold
5
– – ﹤0.01% 274
2023
Q3 		$606 Buy
5
+2
+67% +$238 ﹤0.01% 402
2023
Q2 		$363 Hold
3
– – ﹤0.01% 353
2023
Q1 		$330 Buy
3
+2
+200% +$217 ﹤0.01% 352
2022
Q4 		$169 Buy
+1
New +$103 ﹤0.01% 661
2022
Q3 		– Sell
-50
Closed -$5K – 257
2022
Q2 		$5K Buy
+50
New +$5.12K ﹤0.01% 210

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

TFO Wealth Partners's EXPD Position: Q2 2024 in Review

TFO Wealth Partners sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 3 shares — an estimated $365 sold.

TFO Wealth Partners first reported a position in EXPD in Q2 2022 and held it in 7 quarters. The position peaked at $5K in Q2 2022. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

  • TFO Wealth Partners reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Expeditors International shares in Q2 2024, an estimated $365.
  • TFO Wealth Partners first reported a position in Expeditors International in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's Expeditors International position peaked at $5K in Q2 2022.
  • 811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.