Atria Wealth Solutions’s Expand Energy Corp EXE Stock Holding History

Atria Wealth Solutions’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
2024 Q4	–	Sell	-2,800	Closed	-$230K	–	2110
2024 Q3	$230K	Buy	+2,800	New	+$214K	﹤0.01%	1686
2024 Q2	–	Sell	-6,744	Closed	-$599K	–	2088
2024 Q1	$599K	Buy	6,744 +475	+8%	+$38.1K	0.01%	1176
2023 Q4	$482K	Sell	6,269 -2	-0%	-$164	0.01%	1234
2023 Q3	$541K	Buy	+6,271	New	+$532K	0.01%	1095
2023 Q1	–	Sell	-4,588	Closed	-$433K	–	1962
2022 Q4	$433K	Buy	4,588 +402	+10%	+$39.8K	0.01%	1159
2022 Q3	$394K	Buy	+4,186	New	+$393K	0.01%	1153

Other funds holding EXE

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Atria Wealth Solutions's EXE Position: Q4 2024 in Review

Atria Wealth Solutions sold out of Expand Energy Corp (EXE) in Q4 2024, closing a stake of 2,800 shares — an estimated $230K sold.

Atria Wealth Solutions first reported a position in EXE in Q3 2022 and held it in 6 quarters. The position peaked at $599K in Q1 2024. 642 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

Atria Wealth Solutions reported no remaining Expand Energy Corp position as of Q4 2024 after selling out during the quarter.
Atria Wealth Solutions sold 2,800 Expand Energy Corp shares in Q4 2024, an estimated $230K.
Atria Wealth Solutions first reported a position in Expand Energy Corp in Q3 2022 and held it in 6 quarters.
Atria Wealth Solutions's Expand Energy Corp position peaked at $599K in Q1 2024.
642 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on Atria Wealth Solutions's 13F filing for Q4 2024, filed 31 Jan 2025.