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WealthPLAN Partners’s Expeditors International EXPD Stock Holding History

WealthPLAN 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
2023
Q2 		– Sell
-8
Closed -$881 – 1305
2023
Q1 		$881 Buy
+8
New +$869 ﹤0.01% 1214
2017
Q2 		– Sell
-171
Closed -$9.65K – 255
2017
Q1 		$9.65K Buy
+171
New +$9.38K 0.03% 276
2016
Q3 		$8.79K Sell
170
-170
-50% -$8.61K ﹤0.01% 621
2016
Q2 		$8.34K Buy
+340
New +$16.5K ﹤0.01% 1806

Other funds holding EXPD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthPLAN Partners's EXPD Position: Q2 2023 in Review

WealthPLAN Partners sold out of Expeditors International (EXPD) in Q2 2023, closing a stake of 8 shares — an estimated $881 sold.

WealthPLAN Partners first reported a position in EXPD in Q2 2016 and held it in 4 quarters. The position peaked at $9.65K in Q1 2017. 796 funds tracked by Wall St. Rank hold EXPD as of Q2 2023.

  • WealthPLAN Partners reported no remaining Expeditors International position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 8 Expeditors International shares in Q2 2023, an estimated $881.
  • WealthPLAN Partners first reported a position in Expeditors International in Q2 2016 and held it in 4 quarters.
  • WealthPLAN Partners's Expeditors International position peaked at $9.65K in Q1 2017.
  • 796 funds tracked by Wall St. Rank held Expeditors International as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.