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WealthShield Partners’s Expeditors International EXPD Stock Holding History

WealthShield 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
Q3 		– Sell
-1,792
Closed -$227K – 389
2021
Q2 		$227K Buy
1,792
+982
+121% +$116K 0.04% 242
2021
Q1 		$87K Buy
+810
New +$78K 0.02% 360

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State Street
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Bank of America
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Geode Capital Management
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First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

WealthShield Partners's EXPD Position: Q3 2021 in Review

WealthShield Partners sold out of Expeditors International (EXPD) in Q3 2021, closing a stake of 1,792 shares — an estimated $227K sold.

WealthShield Partners first reported a position in EXPD in Q1 2021 and held it in 2 quarters. The position peaked at $227K in Q2 2021. 704 funds tracked by Wall St. Rank hold EXPD as of Q3 2021.

  • WealthShield Partners reported no remaining Expeditors International position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,792 Expeditors International shares in Q3 2021, an estimated $227K.
  • WealthShield Partners first reported a position in Expeditors International in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Expeditors International position peaked at $227K in Q2 2021.
  • 704 funds tracked by Wall St. Rank held Expeditors International as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.