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Avantax Planning Partners’s Expedia Group EXPE Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-62
Closed -$8K – 570
2018
Q3 		$8K Buy
+62
New +$8.05K ﹤0.01% 936
2018
Q2 		– Sell
-105
Closed -$12K – 617
2018
Q1 		$12K Buy
+105
New +$12.2K ﹤0.01% 965

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

Avantax Planning Partners's EXPE Position: Q4 2018 in Review

Avantax Planning Partners sold out of Expedia Group (EXPE) in Q4 2018, closing a stake of 62 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in EXPE in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2018. 622 funds tracked by Wall St. Rank hold EXPE as of Q4 2018.

  • Avantax Planning Partners reported no remaining Expedia Group position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 62 Expedia Group shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in Expedia Group in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Expedia Group position peaked at $12K in Q1 2018.
  • 622 funds tracked by Wall St. Rank held Expedia Group as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.