Wealthcare Advisory Partners’s Expeditors International EXPD Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-84	Closed	-$9K	–	952
2021 Q1	$9K	Buy	+84	New	+$8.09K	﹤0.01%	1482
2018 Q4	–	Sell	-226	Closed	-$17K	–	1217
2018 Q3	$17K	Hold	226	–	–	﹤0.01%	718
2018 Q2	$17K	Hold	226	–	–	﹤0.01%	712
2018 Q1	$14K	Sell	226 -4	-2%	-$257	﹤0.01%	657
2017 Q4	$15K	Buy	230 +226	+5,650%	+$13.8K	﹤0.01%	590
2017 Q3	$0	Buy	+4	New	+$229	﹤0.01%	900

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealthcare Advisory Partners's EXPD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Expeditors International (EXPD) in Q2 2021, closing a stake of 84 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in EXPD in Q3 2017 and held it in 6 quarters. The position peaked at $17K in Q3 2018. 718 funds tracked by Wall St. Rank hold EXPD as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Expeditors International position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 84 Expeditors International shares in Q2 2021, an estimated $9K.
Wealthcare Advisory Partners first reported a position in Expeditors International in Q3 2017 and held it in 6 quarters.
Wealthcare Advisory Partners's Expeditors International position peaked at $17K in Q3 2018.
718 funds tracked by Wall St. Rank held Expeditors International as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.