CSWM
EXPE icon

Cassady Schiller Wealth Management’s Expedia Group EXPE Stock Holding History

Cassady Schiller Wealth Management’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.49K Buy
+8
New +$1.38K ﹤0.01% 665
2022
Q1 		– Sell
-1
Closed – – 275
2021
Q4 		$0 Buy
+1
New +$170 ﹤0.01% 581

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Cassady Schiller Wealth Management's EXPE Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Expedia Group (EXPE) in Q4 2024: 8 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in EXPE as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in EXPE in Q4 2021 and has held it in 2 quarters since. 905 funds tracked by Wall St. Rank hold EXPE as of Q4 2024.

  • Cassady Schiller Wealth Management held 8 shares of Expedia Group worth $1.49K as of Q4 2024.
  • Expedia Group was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Expedia Group made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #665 holding.
  • Cassady Schiller Wealth Management first reported a position in Expedia Group in Q4 2021 and has held it in 2 quarters since.
  • 905 funds tracked by Wall St. Rank held Expedia Group as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.