WR Wealth Planners’s Expeditors International EXPD Stock Holding History

WR Wealth Planners’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 Q4	$332	Buy	+3	New	+$358	﹤0.01%	1035
2024 Q3	–	Sell	-20	Closed	-$2.5K	–	1162
2024 Q2	$2.5K	Sell	20 -39	-66%	-$4.65K	﹤0.01%	841
2024 Q1	$7.17K	Buy	+59	New	+$7.29K	﹤0.01%	658
2023 Q4	–	Sell	-40	Closed	-$4.58K	–	406
2023 Q3	$4.58K	Hold	40	–	–	﹤0.01%	688
2023 Q2	$4.84K	Hold	40	–	–	﹤0.01%	684
2023 Q1	$4.41K	Buy	+40	New	+$4.34K	﹤0.01%	697

Other funds holding EXPD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WR Wealth Planners's EXPD Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Expeditors International (EXPD) in Q4 2024: 3 shares worth $332. The stake represents ﹤0.01% of the portfolio and ranks #1035 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in EXPD as recently as Q2 2024.

WR Wealth Planners first reported a position in EXPD in Q1 2023 and has held it in 6 quarters since. The position peaked at $7.17K in Q1 2024. 826 funds tracked by Wall St. Rank hold EXPD as of Q4 2024.

WR Wealth Planners held 3 shares of Expeditors International worth $332 as of Q4 2024.
Expeditors International was a new WR Wealth Planners position in Q4 2024.
Expeditors International made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1035 holding.
WR Wealth Planners first reported a position in Expeditors International in Q1 2023 and has held it in 6 quarters since.
WR Wealth Planners's Expeditors International position peaked at $7.17K in Q1 2024.
826 funds tracked by Wall St. Rank held Expeditors International as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.