GWSG
EXE

GPS Wealth Strategies Group’s Expand Energy Corp EXE Stock Holding History

GPS Wealth Strategies Group’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
2022
Q4 		– Sell
-75
Closed -$7K – 1128
2022
Q3 		$7K Buy
+75
New +$7.05K ﹤0.01% 848

Other funds holding EXE

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CSA
Cottage Street Advisors Marion, Massachusetts $231M AUM 24.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

GPS Wealth Strategies Group's EXE Position: Q4 2022 in Review

GPS Wealth Strategies Group sold out of Expand Energy Corp (EXE) in Q4 2022, closing a stake of 75 shares — an estimated $7K sold.

GPS Wealth Strategies Group first reported a position in EXE in Q3 2022 and held it in 1 quarter. The position peaked at $7K in Q3 2022. 491 funds tracked by Wall St. Rank hold EXE as of Q4 2022.

  • GPS Wealth Strategies Group reported no remaining Expand Energy Corp position as of Q4 2022 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 75 Expand Energy Corp shares in Q4 2022, an estimated $7K.
  • GPS Wealth Strategies Group first reported a position in Expand Energy Corp in Q3 2022 and held it in 1 quarter.
  • GPS Wealth Strategies Group's Expand Energy Corp position peaked at $7K in Q3 2022.
  • 491 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2022.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2022, filed 27 Jan 2023.