Cetera Advisor Networks’s Expand Energy Corp EXE Stock Holding History

Cetera Advisor Networks’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
2023 Q4	–	Sell	-4,595	Closed	-$396K	–	2882
2023 Q3	$396K	Sell	4,595 -4,431	-49%	-$376K	﹤0.01%	1943
2023 Q2	$755K	Buy	9,026 +3,282	+57%	+$262K	0.01%	1430
2023 Q1	$437K	Buy	5,744 +112	+2%	+$9.22K	﹤0.01%	1791
2022 Q4	$531K	Buy	+5,632	New	+$558K	﹤0.01%	1596

Other funds holding EXE

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $849M AUM 37.55% 1-Year Est. Return

Cetera Advisor Networks's EXE Position: Q4 2023 in Review

Cetera Advisor Networks sold out of Expand Energy Corp (EXE) in Q4 2023, closing a stake of 4,595 shares — an estimated $396K sold.

Cetera Advisor Networks first reported a position in EXE in Q4 2022 and held it in 4 quarters. The position peaked at $755K in Q2 2023. 466 funds tracked by Wall St. Rank hold EXE as of Q4 2023.

Cetera Advisor Networks reported no remaining Expand Energy Corp position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 4,595 Expand Energy Corp shares in Q4 2023, an estimated $396K.
Cetera Advisor Networks first reported a position in Expand Energy Corp in Q4 2022 and held it in 4 quarters.
Cetera Advisor Networks's Expand Energy Corp position peaked at $755K in Q2 2023.
466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.