FGAM
EXE

Financial Gravity Asset Management’s Expand Energy Corp EXE Stock Holding History

Financial Gravity Asset Management’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
2024
Q2 		– Sell
-1
Closed -$69 – 1821
2024
Q1 		$69 Buy
+1
New +$80 ﹤0.01% 1007
2023
Q4 		– Hold
0
– – – 1222

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Financial Gravity Asset Management's EXE Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Expand Energy Corp (EXE) in Q2 2024, closing a stake of 1 share — an estimated $69 sold.

Financial Gravity Asset Management first reported a position in EXE in Q1 2024 and held it in 1 quarter. The position peaked at $69 in Q1 2024. 470 funds tracked by Wall St. Rank hold EXE as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Expand Energy Corp position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Expand Energy Corp share in Q2 2024, an estimated $69.
  • Financial Gravity Asset Management first reported a position in Expand Energy Corp in Q1 2024 and held it in 1 quarter.
  • Financial Gravity Asset Management's Expand Energy Corp position peaked at $69 in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.