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Wealthspire Advisors (Maryland)’s Expeditors International EXPD Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$271K Buy
2,993
+207
+7% +$17.6K 0.01% 365
2020
Q2 		$212K Buy
+2,786
New +$204K 0.02% 411
2020
Q1 		– Sell
-3,644
Closed -$284K – 456
2019
Q4 		$284K Sell
3,644
-441
-11% -$33K 0.02% 393
2019
Q3 		$303K Buy
4,085
+425
+12% +$31.1K 0.02% 345
2019
Q2 		$278K Sell
3,660
-326
-8% -$24.6K 0.02% 369
2019
Q1 		$303K Sell
3,986
-132
-3% -$9.53K 0.02% 354
2018
Q4 		$280K Sell
4,118
-557
-12% -$39.1K 0.02% 336
2018
Q3 		$344K Sell
4,675
-105
-2% -$7.76K 0.03% 325
2018
Q2 		$349K Sell
4,780
-2,400
-33% -$168K 0.03% 318
2018
Q1 		$454K Buy
7,180
+317
+5% +$20.4K 0.04% 260
2017
Q4 		$444K Sell
6,863
-397
-5% -$24.3K 0.04% 284
2017
Q3 		$435K Sell
7,260
-186
-2% -$10.6K 0.05% 265
2017
Q2 		$421K Buy
7,446
+524
+8% +$28.8K 0.05% 263
2017
Q1 		$391K Sell
6,922
-205
-3% -$11.2K 0.06% 234
2016
Q4 		$377K Sell
7,127
-733
-9% -$38.3K 0.06% 231
2016
Q3 		$405K Buy
7,860
+475
+6% +$24K 0.06% 208
2016
Q2 		$362K Buy
7,385
+235
+3% +$11.4K 0.06% 216
2016
Q1 		$349K Sell
7,150
-2,472
-26% -$113K 0.06% 216
2015
Q4 		$434K Buy
+9,622
New +$466K 0.08% 181

Other funds holding EXPD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EXPD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Expeditors International (EXPD) stake by 7.4% in Q3 2020, buying an estimated $17.6K and bringing the position to 2,993 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #365.

Wealthspire Advisors (Maryland) first reported a position in EXPD in Q4 2015 and has held it in 19 quarters since. The position peaked at $454K in Q1 2018. 634 funds tracked by Wall St. Rank hold EXPD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 2,993 shares of Expeditors International worth $271K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 207 Expeditors International shares in Q3 2020, an estimated $17.6K.
  • Expeditors International made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #365 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Expeditors International in Q4 2015 and has held it in 19 quarters since.
  • Wealthspire Advisors (Maryland)'s Expeditors International position peaked at $454K in Q1 2018.
  • 634 funds tracked by Wall St. Rank held Expeditors International as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.