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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Expedia Group EXPE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q2 		– Sell
-60
Closed -$8.27K – 369
2024
Q1 		$8.27K Buy
+60
New +$8.53K 0.01% 285

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EXPE Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Expedia Group (EXPE) in Q2 2024, closing a stake of 60 shares — an estimated $8.27K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EXPE in Q1 2024 and held it in 1 quarter. The position peaked at $8.27K in Q1 2024. 778 funds tracked by Wall St. Rank hold EXPE as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Expedia Group position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 60 Expedia Group shares in Q2 2024, an estimated $8.27K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Expedia Group in Q1 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Expedia Group position peaked at $8.27K in Q1 2024.
  • 778 funds tracked by Wall St. Rank held Expedia Group as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.