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AWM
AE Wealth Management’s
Expedia Group
EXPE
Stock Holding History
AE Wealth Management’s Portfolio
EXPE Stock Details
EXPE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$242K
Buy
1,048
+165
+19%
+$40.5K
﹤0.01%
1505
2025
Q4
$250K
Buy
+883
New
+$218K
﹤0.01%
1405
2024
Q2
–
Sell
-28,825
Closed
-$3.97M
–
1251
2024
Q1
$3.97M
Buy
28,825
+18,107
+169%
+$2.57M
0.04%
349
2023
Q4
$1.63M
Buy
10,718
+2,405
+29%
+$294K
0.01%
971
2023
Q3
$857K
Buy
8,313
+8
+0.1%
+$883
0.01%
1161
2023
Q2
$908K
Sell
8,305
-168
-2%
-$16.5K
0.01%
1127
2023
Q1
$822K
Sell
8,473
-495
-6%
-$51.9K
0.01%
1120
2022
Q4
$786K
Sell
8,968
-530
-6%
-$50.1K
0.01%
1093
2022
Q3
$890K
Sell
9,498
-125
-1%
-$12.8K
0.01%
987
2022
Q2
$913K
Buy
9,623
+2,766
+40%
+$392K
0.01%
921
2022
Q1
$1.34M
Buy
6,857
+5,204
+315%
+$974K
0.01%
825
2021
Q4
$299K
Buy
1,653
+93
+6%
+$15.8K
﹤0.01%
1446
2021
Q3
$256K
Sell
1,560
-4,862
-76%
-$752K
﹤0.01%
1426
2021
Q2
$1.05M
Buy
+6,422
New
+$1.1M
0.01%
817
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1-Year Est. Return
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$1.47T AUM
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1-Year Est. Return
AQR Capital Management
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$218B AUM
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1-Year Est. Return
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$22.1B AUM
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1-Year Est. Return
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$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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