EWM
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Executive Wealth Management’s Expedia Group EXPE Stock Holding History

Executive 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
2019
Q1 		– Sell
-603
Closed -$76K – 852
2018
Q4 		$76K Buy
+603
New +$72.1K 0.01% 227

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 $3.45B AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $5.7B AUM 36.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Executive Wealth Management's EXPE Position: Q1 2019 in Review

Executive Wealth Management sold out of Expedia Group (EXPE) in Q1 2019, closing a stake of 603 shares — an estimated $76K sold.

Executive Wealth Management first reported a position in EXPE in Q4 2018 and held it in 1 quarter. The position peaked at $76K in Q4 2018. 635 funds tracked by Wall St. Rank hold EXPE as of Q1 2019.

  • Executive Wealth Management reported no remaining Expedia Group position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 603 Expedia Group shares in Q1 2019, an estimated $76K.
  • Executive Wealth Management first reported a position in Expedia Group in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Expedia Group position peaked at $76K in Q4 2018.
  • 635 funds tracked by Wall St. Rank held Expedia Group as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.