Western Pacific Wealth Management’s Expeditors International EXPD Stock Holding History

Western Pacific Wealth 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
2024 Q2	–	Sell	-9	Closed	-$1.09K	–	246
2024 Q1	$1.09K	Sell	9 -141	-94%	-$17.4K	﹤0.01%	275
2023 Q4	$19.1K	Hold	150	–	–	0.01%	180
2023 Q3	$17.2K	Hold	150	–	–	0.01%	185
2023 Q2	$18.2K	Hold	150	–	–	0.01%	189
2023 Q1	$16.5K	Hold	150	–	–	0.01%	192
2022 Q4	$15.6K	Sell	150 -30	-17%	-$3.09K	0.01%	184
2022 Q3	$15K	Hold	180	–	–	0.01%	186
2022 Q2	$17K	Hold	180	–	–	0.02%	129
2022 Q1	$18K	Hold	180	–	–	0.01%	147
2021 Q4	$24K	Buy	+180	New	+$22.5K	0.02%	144

Other funds holding EXPD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Western Pacific Wealth Management's EXPD Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of Expeditors International (EXPD) in Q2 2024, closing a stake of 9 shares — an estimated $1.09K sold.

Western Pacific Wealth Management first reported a position in EXPD in Q4 2021 and held it in 10 quarters. The position peaked at $24K in Q4 2021. 811 funds tracked by Wall St. Rank hold EXPD as of Q2 2024.

Western Pacific Wealth Management reported no remaining Expeditors International position as of Q2 2024 after selling out during the quarter.
Western Pacific Wealth Management sold 9 Expeditors International shares in Q2 2024, an estimated $1.09K.
Western Pacific Wealth Management first reported a position in Expeditors International in Q4 2021 and held it in 10 quarters.
Western Pacific Wealth Management's Expeditors International position peaked at $24K in Q4 2021.
811 funds tracked by Wall St. Rank held Expeditors International as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.