Halpern Financial’s Expand Energy Corp EXE Stock Holding History

Halpern Financial’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 Q3	–	Sell	-20	Closed	-$1.62K	–	326
2022 Q2	$1.62K	Buy	+20	New	+$1.81K	﹤0.01%	257

Other funds holding EXE

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Halpern Financial's EXE Position: Q3 2022 in Review

Halpern Financial sold out of Expand Energy Corp (EXE) in Q3 2022, closing a stake of 20 shares — an estimated $1.62K sold.

Halpern Financial first reported a position in EXE in Q2 2022 and held it in 1 quarter. The position peaked at $1.62K in Q2 2022. 436 funds tracked by Wall St. Rank hold EXE as of Q3 2022.

Halpern Financial reported no remaining Expand Energy Corp position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 20 Expand Energy Corp shares in Q3 2022, an estimated $1.62K.
Halpern Financial first reported a position in Expand Energy Corp in Q2 2022 and held it in 1 quarter.
Halpern Financial's Expand Energy Corp position peaked at $1.62K in Q2 2022.
436 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.