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Valeo Financial Advisors’s
Expeditors International
EXPD
Stock Holding History
Valeo Financial 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
2021
Q2
–
Sell
-179
Closed
-$19K
–
940
2021
Q1
$19K
Buy
179
+3
+2%
+$289
﹤0.01%
1171
2020
Q4
$17K
Buy
176
+1
+0.6%
+$91
﹤0.01%
1062
2020
Q3
$16K
Sell
175
-317
-64%
-$27K
﹤0.01%
967
2020
Q2
$37K
Buy
492
+52
+12%
+$3.8K
﹤0.01%
832
2020
Q1
$32K
Buy
440
+15
+4%
+$1.07K
﹤0.01%
746
2019
Q4
$33K
Buy
425
+50
+13%
+$3.75K
﹤0.01%
784
2019
Q3
$28K
Hold
375
–
–
﹤0.01%
762
2019
Q2
$28K
Sell
375
-139
-27%
-$10.5K
﹤0.01%
757
2019
Q1
$39K
Hold
514
–
–
﹤0.01%
618
2018
Q4
$35K
Sell
514
-41
-7%
-$2.88K
﹤0.01%
577
2018
Q3
$37K
Hold
555
–
–
0.01%
609
2018
Q2
$40K
Sell
555
-131
-19%
-$9.15K
0.01%
587
2018
Q1
$43K
Sell
686
-19
-3%
-$1.22K
0.01%
520
2017
Q4
$46K
Buy
705
+555
+370%
+$34K
0.01%
482
2017
Q3
$9K
Buy
+150
New
+$8.59K
﹤0.01%
722
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30.48%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Loomis, Sayles & Company
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$74.3B AUM
24.01%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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