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WealthPlan Investment Management’s Expeditors International EXPD Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-696
Closed -$84.3K – 219
2023
Q2 		$84.3K Hold
696
– – 0.03% 165
2023
Q1 		$76.6K Buy
+696
New +$75.6K 0.01% 217

Other funds holding EXPD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WealthPlan Investment Management's EXPD Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Expeditors International (EXPD) in Q3 2023, closing a stake of 696 shares — an estimated $84.3K sold.

WealthPlan Investment Management first reported a position in EXPD in Q1 2023 and held it in 2 quarters. The position peaked at $84.3K in Q2 2023. 771 funds tracked by Wall St. Rank hold EXPD as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Expeditors International position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 696 Expeditors International shares in Q3 2023, an estimated $84.3K.
  • WealthPlan Investment Management first reported a position in Expeditors International in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Expeditors International position peaked at $84.3K in Q2 2023.
  • 771 funds tracked by Wall St. Rank held Expeditors International as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.