BHWM
EXEEL

Beaird Harris Wealth Management’s Expand Energy Corp Class C Warrants EXEEL Stock Holding History

Beaird Harris Wealth Management’s Portfolio EXEEL Stock Details EXEEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3
Closed -$172 – 722
2024
Q2 		$172 Buy
+3
New +$220 ﹤0.01% 651

Other funds holding EXEEL

AAI
Aequim Alternative Investments Mill Valley, California $5.16B AUM 9.8% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
OGM
OnyxPoint Global Management New York $424M AUM 84.95% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return

Beaird Harris Wealth Management's EXEEL Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Expand Energy Corp Class C Warrants (EXEEL) in Q3 2024, closing a stake of 3 shares — an estimated $172 sold.

Beaird Harris Wealth Management first reported a position in EXEEL in Q2 2024 and held it in 1 quarter. The position peaked at $172 in Q2 2024. 27 funds tracked by Wall St. Rank hold EXEEL as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Expand Energy Corp Class C Warrants position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 3 Expand Energy Corp Class C Warrants shares in Q3 2024, an estimated $172.
  • Beaird Harris Wealth Management first reported a position in Expand Energy Corp Class C Warrants in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Expand Energy Corp Class C Warrants position peaked at $172 in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Expand Energy Corp Class C Warrants as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.