Berman Capital Advisors’s Expand Energy Corp EXE Stock Holding History

Berman Capital 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
2021 Q3	$4K	Buy	+65	New	+$3.64K	﹤0.01%	1525

Other funds holding EXE

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GCM

Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return

Berman Capital Advisors's EXE Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Expand Energy Corp (EXE) in Q3 2021: 65 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1525 among its holdings.

208 funds tracked by Wall St. Rank hold EXE as of Q3 2021.

Berman Capital Advisors held 65 shares of Expand Energy Corp worth $4K as of Q3 2021.
Expand Energy Corp was a new Berman Capital Advisors position in Q3 2021.
Expand Energy Corp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1525 holding.
208 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.