GWMIA
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Global Wealth Management Investment Advisory’s Expedia Group EXPE Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-17
Closed -$1K – 497
2020
Q2 		$1K Buy
+17
New +$1.24K ﹤0.01% 553

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Global Wealth Management Investment Advisory's EXPE Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Expedia Group (EXPE) in Q3 2020, closing a stake of 17 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in EXPE in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 572 funds tracked by Wall St. Rank hold EXPE as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Expedia Group position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 17 Expedia Group shares in Q3 2020, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Expedia Group in Q2 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Expedia Group position peaked at $1K in Q2 2020.
  • 572 funds tracked by Wall St. Rank held Expedia Group as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.