American Portfolios Advisors’s Expand Energy Corp EXE Stock Holding History

American Portfolios Advisors’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
2022 Q3	$99.1K	Buy	1,052 +100	+11%	+$9.39K	﹤0.01%	1370
2022 Q2	$77.2K	Hold	952	–	–	﹤0.01%	1537
2022 Q1	$82.8K	Hold	952	–	–	﹤0.01%	1619
2021 Q4	$61.4K	Buy	+952	New	+$60.4K	﹤0.01%	1778
2021 Q2	–	Sell	-38	Closed	-$1.65K	–	3457
2021 Q1	$1.65K	Buy	+38	New	+$1.68K	﹤0.01%	3037

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

American Portfolios Advisors's EXE Position: Q3 2022 in Review

American Portfolios Advisors increased its Expand Energy Corp (EXE) stake by 11% in Q3 2022, buying an estimated $9.39K and bringing the position to 1,052 shares worth $99.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

American Portfolios Advisors first reported a position in EXE in Q1 2021 and has held it in 5 quarters since. 436 funds tracked by Wall St. Rank hold EXE as of Q3 2022.

American Portfolios Advisors held 1,052 shares of Expand Energy Corp worth $99.1K as of Q3 2022.
American Portfolios Advisors bought 100 Expand Energy Corp shares in Q3 2022, an estimated $9.39K.
Expand Energy Corp made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1370 holding.
American Portfolios Advisors first reported a position in Expand Energy Corp in Q1 2021 and has held it in 5 quarters since.
436 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.