Brewin Dolphin Wealth Management’s Expensify EXFY Stock Holding History

Brewin Dolphin Wealth Management’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 Q2	$2K	Hold	125	–	–	﹤0.01%	328
2022 Q1	$2K	Hold	125	–	–	﹤0.01%	357
2021 Q4	$6K	Buy	+125	New	+$5.09K	﹤0.01%	293

Other funds holding EXFY

OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

KAH

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Brewin Dolphin Wealth Management's EXFY Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its Expensify (EXFY) position steady in Q2 2022 at 125 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Brewin Dolphin Wealth Management first reported a position in EXFY in Q4 2021 and has held it in 3 quarters since. The position peaked at $6K in Q4 2021. 65 funds tracked by Wall St. Rank hold EXFY as of Q2 2022.

Brewin Dolphin Wealth Management held 125 shares of Expensify worth $2K as of Q2 2022.
Brewin Dolphin Wealth Management left its Expensify share count unchanged in Q2 2022.
Expensify made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #328 holding.
Brewin Dolphin Wealth Management first reported a position in Expensify in Q4 2021 and has held it in 3 quarters since.
Brewin Dolphin Wealth Management's Expensify position peaked at $6K in Q4 2021.
65 funds tracked by Wall St. Rank held Expensify as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.