First Personal Financial Services’s Expedia Group EXPE Stock Holding History

First Personal Financial Services’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 Q4	–	Sell	-282	Closed	-$38K	–	546
2019 Q3	$38K	Buy	282 +28	+11%	+$3.7K	0.01%	270
2019 Q2	$34K	Buy	254 +50	+25%	+$6.16K	0.01%	334
2019 Q1	$24K	Hold	204	–	–	0.01%	377
2018 Q4	$23K	Buy	204 +17	+9%	+$2.03K	0.01%	359
2018 Q3	$24K	Buy	187 +97	+108%	+$12.6K	0.01%	383
2018 Q2	$11K	Sell	90 -832	-90%	-$96.1K	﹤0.01%	474
2018 Q1	$102K	Sell	922 -206	-18%	-$24K	0.02%	301
2017 Q4	$135K	Sell	1,128 -30	-3%	-$3.89K	0.03%	298
2017 Q3	$167K	Hold	1,158	–	–	0.04%	231
2017 Q2	$172K	Hold	1,158	–	–	0.04%	234
2017 Q1	$146K	Hold	1,158	–	–	0.04%	235
2016 Q4	$131K	Buy	1,158 +1,140	+6,333%	+$139K	0.03%	242
2016 Q3	$2K	Sell	18 -12	-40%	-$1.36K	﹤0.01%	764
2016 Q2	$3K	Buy	+30	New	+$3.26K	﹤0.01%	729

Other funds holding EXPE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

ACM

Altimeter Capital Management Boston, Massachusetts $9.83B AUM 24.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

First Personal Financial Services's EXPE Position: Q4 2019 in Review

First Personal Financial Services sold out of Expedia Group (EXPE) in Q4 2019, closing a stake of 282 shares — an estimated $38K sold.

First Personal Financial Services first reported a position in EXPE in Q2 2016 and held it in 14 quarters. The position peaked at $172K in Q2 2017. 668 funds tracked by Wall St. Rank hold EXPE as of Q4 2019.

First Personal Financial Services reported no remaining Expedia Group position as of Q4 2019 after selling out during the quarter.
First Personal Financial Services sold 282 Expedia Group shares in Q4 2019, an estimated $38K.
First Personal Financial Services first reported a position in Expedia Group in Q2 2016 and held it in 14 quarters.
First Personal Financial Services's Expedia Group position peaked at $172K in Q2 2017.
668 funds tracked by Wall St. Rank held Expedia Group as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.