44 Wealth Management’s Expand Energy Corp EXE Stock Holding History

44 Wealth Management’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 Q2	$1.07M	Buy	12,803 +4	+0%	+$319	0.37%	70
2023 Q1	$973K	Buy	12,799 +50	+0.4%	+$4.12K	0.33%	73
2022 Q4	$1.2M	Buy	+12,749	New	+$1.26M	0.42%	63

Other funds holding EXE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

44 Wealth Management's EXE Position: Q2 2023 in Review

44 Wealth Management increased its Expand Energy Corp (EXE) stake by 0.03% in Q2 2023, buying an estimated $319 and bringing the position to 12,803 shares worth $1.07M. The position accounts for 0.37% of the portfolio, ranked #70.

44 Wealth Management first reported a position in EXE in Q4 2022 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q2 2023.

44 Wealth Management held 12,803 shares of Expand Energy Corp worth $1.07M as of Q2 2023.
44 Wealth Management bought 4 Expand Energy Corp shares in Q2 2023, an estimated $319.
Expand Energy Corp made up 0.37% of 44 Wealth Management's portfolio in Q2 2023, its #70 holding.
44 Wealth Management first reported a position in Expand Energy Corp in Q4 2022 and has held it in 3 quarters since.
44 Wealth Management's Expand Energy Corp position peaked at $1.2M in Q4 2022.
457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.