BRWA
EXE

B. Riley Wealth Advisors’s Expand Energy Corp EXE Stock Holding History

B. Riley Wealth 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
2023
Q3 		– Sell
-3,146
Closed -$263K – 1642
2023
Q2 		$263K Buy
+3,146
New +$251K 0.01% 1197
2023
Q1 		– Sell
-5,433
Closed -$513K – 1624
2022
Q4 		$513K Buy
+5,433
New +$538K 0.01% 783

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

B. Riley Wealth Advisors's EXE Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Expand Energy Corp (EXE) in Q3 2023, closing a stake of 3,146 shares — an estimated $263K sold.

B. Riley Wealth Advisors first reported a position in EXE in Q4 2022 and held it in 2 quarters. The position peaked at $513K in Q4 2022. 477 funds tracked by Wall St. Rank hold EXE as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Expand Energy Corp position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,146 Expand Energy Corp shares in Q3 2023, an estimated $263K.
  • B. Riley Wealth Advisors first reported a position in Expand Energy Corp in Q4 2022 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Expand Energy Corp position peaked at $513K in Q4 2022.
  • 477 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.