Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-2
Closed
-$162
–
2486
2024
Q1
$162
Buy
+2
New
+$161
﹤0.01%
1648
2023
Q4
–
Hold
0
–
–
–
1423
2023
Q3
–
Sell
-84
Closed
-$1.64K
–
1806
2023
Q2
$1.64K
Buy
84
+8
+11%
+$638
﹤0.01%
687
2023
Q1
$1
Sell
76
-18
-19%
-$1.48K
﹤0.01%
1098
2022
Q4
$176
Buy
+94
New
+$9.31K
﹤0.01%
1005
Other funds holding EXE
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Blackstone Inc
New York
$25.6B AUM
26.83%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
OCM
Oaktree Capital Management
Los Angeles, California
$6.56B AUM
42.97%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
First Trust Advisors
Wheaton, Illinois
$140B AUM
27.84%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close