GM Advisory Group’s Expensify EXFY Stock Holding History

GM Advisory Group’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	-44,482	Closed	-$145K	–	203
2023 Q3	$145K	Hold	44,482	–	–	0.01%	186
2023 Q2	$355K	Hold	44,482	–	–	0.03%	146
2023 Q1	$363K	Hold	44,482	–	–	0.03%	138
2022 Q4	$393K	Hold	44,482	–	–	0.04%	128
2022 Q3	$662K	Hold	44,482	–	–	0.08%	92
2022 Q2	$791K	Buy	+44,482	New	+$787K	0.12%	81

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

GM Advisory Group's EXFY Position: Q4 2023 in Review

GM Advisory Group sold out of Expensify (EXFY) in Q4 2023, closing a stake of 44,482 shares — an estimated $145K sold.

GM Advisory Group first reported a position in EXFY in Q2 2022 and held it in 6 quarters. The position peaked at $791K in Q2 2022. 100 funds tracked by Wall St. Rank hold EXFY as of Q4 2023.

GM Advisory Group reported no remaining Expensify position as of Q4 2023 after selling out during the quarter.
GM Advisory Group sold 44,482 Expensify shares in Q4 2023, an estimated $145K.
GM Advisory Group first reported a position in Expensify in Q2 2022 and held it in 6 quarters.
GM Advisory Group's Expensify position peaked at $791K in Q2 2022.
100 funds tracked by Wall St. Rank held Expensify as of Q4 2023.

Based on GM Advisory Group's 13F filing for Q4 2023, filed 12 Feb 2024.