IWM
EXE

IHT Wealth Management’s Expand Energy Corp EXE Stock Holding History

IHT Wealth Management’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
2024
Q4 		– Sell
-2,747
Closed -$225K – 1229
2024
Q3 		$225K Buy
+2,747
New +$210K 0.01% 1042

Other funds holding EXE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

IHT Wealth Management's EXE Position: Q4 2024 in Review

IHT Wealth Management sold out of Expand Energy Corp (EXE) in Q4 2024, closing a stake of 2,747 shares — an estimated $225K sold.

IHT Wealth Management first reported a position in EXE in Q3 2024 and held it in 1 quarter. The position peaked at $225K in Q3 2024. 641 funds tracked by Wall St. Rank hold EXE as of Q4 2024.

  • IHT Wealth Management reported no remaining Expand Energy Corp position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 2,747 Expand Energy Corp shares in Q4 2024, an estimated $225K.
  • IHT Wealth Management first reported a position in Expand Energy Corp in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's Expand Energy Corp position peaked at $225K in Q3 2024.
  • 641 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.