Wealthcare Capital Management’s Expeditors International EXPD Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-12	Closed	-$1K	–	276
2021 Q1	$1K	Buy	+12	New	+$1.16K	﹤0.01%	674
2020 Q1	–	Sell	-12	Closed	-$1K	–	388
2019 Q4	$1K	Buy	+12	New	+$899	﹤0.01%	629
2015 Q3	–	Sell	-79	Closed	–	–	293
2015 Q2	$0	Hold	79	–	–	﹤0.01%	547
2015 Q1	$4K	Buy	+79	New	+$3.64K	﹤0.01%	686

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 Capital Management's EXPD Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Expeditors International (EXPD) in Q2 2021, closing a stake of 12 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in EXPD in Q1 2015 and held it in 4 quarters. The position peaked at $4K in Q1 2015. 718 funds tracked by Wall St. Rank hold EXPD as of Q2 2021.

Wealthcare Capital Management reported no remaining Expeditors International position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 12 Expeditors International shares in Q2 2021, an estimated $1K.
Wealthcare Capital Management first reported a position in Expeditors International in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Expeditors International position peaked at $4K in Q1 2015.
718 funds tracked by Wall St. Rank held Expeditors International as of Q2 2021.

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