AdvisorShares Investments’s Expand Energy Corp EXE Stock Holding History

AdvisorShares Investments’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 Q4	–	Sell	-4,844	Closed	-$418K	–	324
2023 Q3	$418K	Buy	+4,844	New	+$411K	0.11%	97
2022 Q4	–	Sell	-4,686	Closed	-$441K	–	380
2022 Q3	$441K	Buy	+4,686	New	+$440K	0.12%	126

Other funds holding EXE

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

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

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

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

OCM

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

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

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

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

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

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

AdvisorShares Investments's EXE Position: Q4 2023 in Review

AdvisorShares Investments sold out of Expand Energy Corp (EXE) in Q4 2023, closing a stake of 4,844 shares — an estimated $418K sold.

AdvisorShares Investments first reported a position in EXE in Q3 2022 and held it in 2 quarters. The position peaked at $441K in Q3 2022. 466 funds tracked by Wall St. Rank hold EXE as of Q4 2023.

AdvisorShares Investments reported no remaining Expand Energy Corp position as of Q4 2023 after selling out during the quarter.
AdvisorShares Investments sold 4,844 Expand Energy Corp shares in Q4 2023, an estimated $418K.
AdvisorShares Investments first reported a position in Expand Energy Corp in Q3 2022 and held it in 2 quarters.
AdvisorShares Investments's Expand Energy Corp position peaked at $441K in Q3 2022.
466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2023.

Based on AdvisorShares Investments's 13F filing for Q4 2023, filed 13 Feb 2024.