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Evolution Wealth Advisors’s Expedia Group EXPE Stock Holding History

Evolution 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
2021
Q4 		– Sell
-45
Closed -$7K – 321
2021
Q3 		$7K Hold
45
– – ﹤0.01% 452
2021
Q2 		$7K Hold
45
– – ﹤0.01% 456
2021
Q1 		$8K Hold
45
– – ﹤0.01% 450
2020
Q4 		$6K Hold
45
– – ﹤0.01% 414
2020
Q3 		$4K Hold
45
– – ﹤0.01% 459
2020
Q2 		$4K Buy
+45
New +$3.27K ﹤0.01% 391
2020
Q1 		– Sell
-18
Closed -$2K – 424
2019
Q4 		$2K Buy
18
+5
+38% +$587 ﹤0.01% 565
2019
Q3 		$2K Hold
13
– – ﹤0.01% 405
2019
Q2 		$2K Buy
+13
New +$1.6K ﹤0.01% 404

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Evolution Wealth Advisors's EXPE Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Expedia Group (EXPE) in Q4 2021, closing a stake of 45 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in EXPE in Q2 2019 and held it in 9 quarters. The position peaked at $8K in Q1 2021. 811 funds tracked by Wall St. Rank hold EXPE as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Expedia Group position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 45 Expedia Group shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Expedia Group in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Expedia Group position peaked at $8K in Q1 2021.
  • 811 funds tracked by Wall St. Rank held Expedia Group as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.