FPFS
EXE

First Personal Financial Services’s Expand Energy Corp EXE Stock Holding History

First Personal Financial Services’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 		– Sell
-25
Closed -$2.01K – 592
2024
Q2 		$2.01K Hold
25
– – ﹤0.01% 330
2024
Q1 		$2.18K Sell
25
-50
-67% -$4.01K ﹤0.01% 328
2023
Q4 		$5.73K Sell
75
-223
-75% -$18.3K ﹤0.01% 331
2023
Q3 		$25.7K Sell
298
-49
-14% -$4.16K 0.01% 242
2023
Q2 		$29.1K Buy
347
+86
+33% +$6.86K 0.01% 250
2023
Q1 		$19.9K Buy
261
+27
+12% +$2.22K 0.01% 276
2022
Q4 		$22.1K Sell
234
-116
-33% -$11.5K 0.01% 280
2022
Q3 		$33K Buy
+350
New +$32.9K 0.01% 246

Other funds holding EXE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

First Personal Financial Services's EXE Position: Q3 2024 in Review

First Personal Financial Services sold out of Expand Energy Corp (EXE) in Q3 2024, closing a stake of 25 shares — an estimated $2.01K sold.

First Personal Financial Services first reported a position in EXE in Q3 2022 and held it in 8 quarters. The position peaked at $33K in Q3 2022. 466 funds tracked by Wall St. Rank hold EXE as of Q3 2024.

  • First Personal Financial Services reported no remaining Expand Energy Corp position as of Q3 2024 after selling out during the quarter.
  • First Personal Financial Services sold 25 Expand Energy Corp shares in Q3 2024, an estimated $2.01K.
  • First Personal Financial Services first reported a position in Expand Energy Corp in Q3 2022 and held it in 8 quarters.
  • First Personal Financial Services's Expand Energy Corp position peaked at $33K in Q3 2022.
  • 466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.