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Clear Perspectives Financial Planning’s Expedia Group EXPE Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q3 		– Sell
-77
Closed -$7K – 216
2022
Q2 		$7K Hold
77
– – ﹤0.01% 164
2022
Q1 		$15K Hold
77
– – 0.01% 146
2021
Q4 		$14K Hold
77
– – 0.01% 159
2021
Q3 		$13K Hold
77
– – 0.01% 148
2021
Q2 		$13K Hold
77
– – 0.01% 155
2021
Q1 		$13K Hold
77
– – 0.01% 140
2020
Q4 		$10K Buy
+77
New +$8.68K 0.01% 142

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Clear Perspectives Financial Planning's EXPE Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of Expedia Group (EXPE) in Q3 2022, closing a stake of 77 shares — an estimated $7K sold.

Clear Perspectives Financial Planning first reported a position in EXPE in Q4 2020 and held it in 7 quarters. The position peaked at $15K in Q1 2022. 683 funds tracked by Wall St. Rank hold EXPE as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining Expedia Group position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 77 Expedia Group shares in Q3 2022, an estimated $7K.
  • Clear Perspectives Financial Planning first reported a position in Expedia Group in Q4 2020 and held it in 7 quarters.
  • Clear Perspectives Financial Planning's Expedia Group position peaked at $15K in Q1 2022.
  • 683 funds tracked by Wall St. Rank held Expedia Group as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.