BAMCO Inc

BAMCO Inc’s Expensify EXFY Stock Holding History

BAMCO Inc’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
2023 Q3	–	Sell	-12,000	Closed	-$95.8K	–	341
2023 Q2	$95.8K	Sell	12,000 -4,000	-25%	-$29.3K	﹤0.01%	338
2023 Q1	$130K	Hold	16,000	–	–	﹤0.01%	351
2022 Q4	$141K	Hold	16,000	–	–	﹤0.01%	363
2022 Q3	$238K	Buy	16,000 +2,000	+14%	+$37.3K	﹤0.01%	353
2022 Q2	$249K	Hold	14,000	–	–	﹤0.01%	358
2022 Q1	$246K	Sell	14,000 -3,000	-18%	-$73.1K	﹤0.01%	380
2021 Q4	$748K	Buy	+17,000	New	+$692K	﹤0.01%	377

Other funds holding EXFY

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

Invenomic Capital Management Boston, Massachusetts $2.17B AUM 0.03% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return