FinTrust Capital Advisors’s Expand Energy Corp EXE Stock Holding History

FinTrust Capital Advisors’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 Q3	$3.62K	Hold	44	–	–	﹤0.01%	1145
2024 Q2	$3.62K	Hold	44	–	–	﹤0.01%	1110
2024 Q1	$3.91K	Sell	44 -21	-32%	-$1.69K	﹤0.01%	1033
2023 Q4	$5K	Buy	65 +44	+210%	+$3.61K	﹤0.01%	962
2023 Q3	$1.81K	Hold	21	–	–	﹤0.01%	1034
2023 Q2	$1.98K	Hold	21	–	–	﹤0.01%	1013
2023 Q1	$1.98K	Hold	21	–	–	﹤0.01%	1005
2022 Q4	$1.98K	Buy	+21	New	+$2.08K	﹤0.01%	1002

Other funds holding EXE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FinTrust Capital Advisors's EXE Position: Q3 2024 in Review

FinTrust Capital Advisors held its Expand Energy Corp (EXE) position steady in Q3 2024 at 44 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

FinTrust Capital Advisors first reported a position in EXE in Q4 2022 and has held it in 8 quarters since. The position peaked at $5K in Q4 2023. 466 funds tracked by Wall St. Rank hold EXE as of Q3 2024.

FinTrust Capital Advisors held 44 shares of Expand Energy Corp worth $3.62K as of Q3 2024.
FinTrust Capital Advisors left its Expand Energy Corp share count unchanged in Q3 2024.
Expand Energy Corp made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1145 holding.
FinTrust Capital Advisors first reported a position in Expand Energy Corp in Q4 2022 and has held it in 8 quarters since.
FinTrust Capital Advisors's Expand Energy Corp position peaked at $5K in Q4 2023.
466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.