AWM
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Avior Wealth Management’s Expensify EXFY Stock Holding History

Avior Wealth Management’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11
Closed -$20 – 2739
2024
Q1 		$20 Buy
+11
New +$21 ﹤0.01% 3685

Other funds holding EXFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Avior Wealth Management's EXFY Position: Q2 2024 in Review

Avior Wealth Management sold out of Expensify (EXFY) in Q2 2024, closing a stake of 11 shares — an estimated $20 sold.

Avior Wealth Management first reported a position in EXFY in Q1 2024 and held it in 1 quarter. The position peaked at $20 in Q1 2024. 80 funds tracked by Wall St. Rank hold EXFY as of Q2 2024.

  • Avior Wealth Management reported no remaining Expensify position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 11 Expensify shares in Q2 2024, an estimated $20.
  • Avior Wealth Management first reported a position in Expensify in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Expensify position peaked at $20 in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Expensify as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.