3IP
EXE

3Chopt Investment Partners’s Expand Energy Corp EXE Stock Holding History

3Chopt Investment Partners’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,761
Closed -$261K – 266
2022
Q4 		$261K Buy
+2,761
New +$274K 0.14% 119

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BlackRock
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Wellington Management Group
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Massachusetts Financial Services
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Prudential Financial
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KEM
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

3Chopt Investment Partners's EXE Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Expand Energy Corp (EXE) in Q1 2023, closing a stake of 2,761 shares — an estimated $261K sold.

3Chopt Investment Partners first reported a position in EXE in Q4 2022 and held it in 1 quarter. The position peaked at $261K in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining Expand Energy Corp position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 2,761 Expand Energy Corp shares in Q1 2023, an estimated $261K.
  • 3Chopt Investment Partners first reported a position in Expand Energy Corp in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's Expand Energy Corp position peaked at $261K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.