Glassman Wealth Services’s Expensify EXFY Stock Holding History

Glassman Wealth Services’s Portfolio EXFY Stock Details EXFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-226	Closed	-$735	–	2008
2023 Q3	$735	Buy	+226	New	+$1.22K	﹤0.01%	1645

Other funds holding EXFY

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

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Glassman Wealth Services's EXFY Position: Q4 2023 in Review

Glassman Wealth Services sold out of Expensify (EXFY) in Q4 2023, closing a stake of 226 shares — an estimated $735 sold.

Glassman Wealth Services first reported a position in EXFY in Q3 2023 and held it in 1 quarter. The position peaked at $735 in Q3 2023. 100 funds tracked by Wall St. Rank hold EXFY as of Q4 2023.

Glassman Wealth Services reported no remaining Expensify position as of Q4 2023 after selling out during the quarter.
Glassman Wealth Services sold 226 Expensify shares in Q4 2023, an estimated $735.
Glassman Wealth Services first reported a position in Expensify in Q3 2023 and held it in 1 quarter.
Glassman Wealth Services's Expensify position peaked at $735 in Q3 2023.
100 funds tracked by Wall St. Rank held Expensify as of Q4 2023.

Based on Glassman Wealth Services's 13F filing for Q4 2023, filed 12 Feb 2024.