HFP
LEXEA

Holistic Financial Partners’s Liberty Expedia Holdings, Inc. Class A Common Stock LEXEA Stock Holding History

Holistic Financial Partners’s Portfolio LEXEA Stock Details LEXEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,143
Closed -$45K – 413
2018
Q1 		$45K Hold
1,143
– – 0.04% 212
2017
Q4 		$51K Buy
+1,143
New +$54.9K 0.04% 203

Other funds holding LEXEA

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Holistic Financial Partners's LEXEA Position: Q2 2018 in Review

Holistic Financial Partners sold out of Liberty Expedia Holdings, Inc. Class A Common Stock (LEXEA) in Q2 2018, closing a stake of 1,143 shares — an estimated $45K sold.

Holistic Financial Partners first reported a position in LEXEA in Q4 2017 and held it in 2 quarters. The position peaked at $51K in Q4 2017. 219 funds tracked by Wall St. Rank hold LEXEA as of Q2 2018.

  • Holistic Financial Partners reported no remaining Liberty Expedia Holdings, Inc. Class A Common Stock position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,143 Liberty Expedia Holdings, Inc. Class A Common Stock shares in Q2 2018, an estimated $45K.
  • Holistic Financial Partners first reported a position in Liberty Expedia Holdings, Inc. Class A Common Stock in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Liberty Expedia Holdings, Inc. Class A Common Stock position peaked at $51K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held Liberty Expedia Holdings, Inc. Class A Common Stock as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.