Tradition Wealth Management’s Expeditors International EXPD Stock Holding History

Tradition Wealth Management’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 Q1	–	Sell	-510	Closed	-$65K	–	644
2023 Q4	$65K	Buy	510 +3	+0.6%	+$354	0.01%	568
2023 Q3	$58K	Hold	507	–	–	0.01%	566
2023 Q2	$61K	Buy	507 +3	+0.6%	+$341	0.01%	576
2023 Q1	$56K	Hold	504	–	–	0.01%	581
2022 Q4	$52K	Hold	504	–	–	0.01%	513
2022 Q3	$45K	Buy	+504	New	+$50.5K	0.01%	532

Other funds holding EXPD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Tradition Wealth Management's EXPD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Expeditors International (EXPD) in Q1 2024, closing a stake of 510 shares — an estimated $65K sold.

Tradition Wealth Management first reported a position in EXPD in Q3 2022 and held it in 6 quarters. The position peaked at $65K in Q4 2023. 808 funds tracked by Wall St. Rank hold EXPD as of Q1 2024.

Tradition Wealth Management reported no remaining Expeditors International position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 510 Expeditors International shares in Q1 2024, an estimated $65K.
Tradition Wealth Management first reported a position in Expeditors International in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Expeditors International position peaked at $65K in Q4 2023.
808 funds tracked by Wall St. Rank held Expeditors International as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.