AWM
EXE

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

Accurate 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
Q1 		– Sell
-25
Closed -$2.21K – 1526
2022
Q4 		$2.21K Buy
+25
New +$2.48K ﹤0.01% 1186

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Capital World Investors
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Accurate Wealth Management's EXE Position: Q1 2023 in Review

Accurate Wealth Management sold out of Expand Energy Corp (EXE) in Q1 2023, closing a stake of 25 shares — an estimated $2.21K sold.

Accurate Wealth Management first reported a position in EXE in Q4 2022 and held it in 1 quarter. The position peaked at $2.21K in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q1 2023.

  • Accurate Wealth Management reported no remaining Expand Energy Corp position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 25 Expand Energy Corp shares in Q1 2023, an estimated $2.21K.
  • Accurate Wealth Management first reported a position in Expand Energy Corp in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Expand Energy Corp position peaked at $2.21K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.