CWA
EXPE icon

Clarus Wealth Advisors’s Expedia Group EXPE Stock Holding History

Clarus Wealth Advisors’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
2019
Q1 		– Sell
-97
Closed -$11K – 698
2018
Q4 		$11K Hold
97
– – 0.02% 494
2018
Q3 		$13K Buy
97
+1
+1% +$130 0.01% 498
2018
Q2 		$11K Buy
+96
New +$11.1K 0.01% 510

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Clarus Wealth Advisors's EXPE Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Expedia Group (EXPE) in Q1 2019, closing a stake of 97 shares — an estimated $11K sold.

Clarus Wealth Advisors first reported a position in EXPE in Q2 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 637 funds tracked by Wall St. Rank hold EXPE as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining Expedia Group position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 97 Expedia Group shares in Q1 2019, an estimated $11K.
  • Clarus Wealth Advisors first reported a position in Expedia Group in Q2 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's Expedia Group position peaked at $13K in Q3 2018.
  • 637 funds tracked by Wall St. Rank held Expedia Group as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.