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Bogart Wealth LLC’s Expensify EXFY Stock Holding History

Bogart Wealth LLC’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
2022
Q4 		– Sell
-25
Closed – – 1098
2022
Q3 		$0 Buy
+25
New +$467 ﹤0.01% 1029

Other funds holding EXFY

OM
OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bogart Wealth LLC's EXFY Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Expensify (EXFY) in Q4 2022, closing a stake of 25 shares.

Bogart Wealth LLC first reported a position in EXFY in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 75 funds tracked by Wall St. Rank hold EXFY as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Expensify position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 25 Expensify shares in Q4 2022.
  • Bogart Wealth LLC first reported a position in Expensify in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's Expensify position peaked at $0 in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Expensify as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.