Founders Financial Securities’s Expand Energy Corp EXE Stock Holding History

Founders Financial Securities’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 Q1	–	Sell	-2,953	Closed	-$227K	–	427
2023 Q4	$227K	Sell	2,953 -4,244	-59%	-$348K	0.03%	337
2023 Q3	$621K	Buy	7,197 +594	+9%	+$50.4K	0.08%	189
2023 Q2	$553K	Buy	6,603 +687	+12%	+$54.8K	0.07%	202
2023 Q1	$450K	Buy	5,916 +567	+11%	+$46.7K	0.06%	210
2022 Q4	$505K	Buy	5,349 +1,875	+54%	+$186K	0.08%	194
2022 Q3	$327K	Buy	+3,474	New	+$326K	0.06%	220
2022 Q2	–	Sell	-2,374	Closed	-$207K	–	303
2022 Q1	$207K	Buy	+2,374	New	+$174K	0.04%	253

Other funds holding EXE

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Founders Financial Securities's EXE Position: Q1 2024 in Review

Founders Financial Securities sold out of Expand Energy Corp (EXE) in Q1 2024, closing a stake of 2,953 shares — an estimated $227K sold.

Founders Financial Securities first reported a position in EXE in Q1 2022 and held it in 7 quarters. The position peaked at $621K in Q3 2023. 495 funds tracked by Wall St. Rank hold EXE as of Q1 2024.

Founders Financial Securities reported no remaining Expand Energy Corp position as of Q1 2024 after selling out during the quarter.
Founders Financial Securities sold 2,953 Expand Energy Corp shares in Q1 2024, an estimated $227K.
Founders Financial Securities first reported a position in Expand Energy Corp in Q1 2022 and held it in 7 quarters.
Founders Financial Securities's Expand Energy Corp position peaked at $621K in Q3 2023.
495 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2024.

Based on Founders Financial Securities's 13F filing for Q1 2024, filed 17 Apr 2024.