Institutional & Family Asset Management’s Expand Energy Corp EXE Stock Holding History

Institutional & Family Asset 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 Q1	–	Sell	-25	Closed	-$1.92K	–	783
2023 Q4	$1.92K	Sell	25 -39	-61%	-$3.2K	﹤0.01%	561
2023 Q3	$5.52K	Sell	64 -5	-7%	-$424	﹤0.01%	447
2023 Q2	$5.77K	Hold	69	–	–	﹤0.01%	457
2023 Q1	$5.25K	Hold	69	–	–	﹤0.01%	467
2022 Q4	$6.51K	Buy	69 +33	+92%	+$3.27K	﹤0.01%	430
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	566
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	574
2022 Q1	$3K	Buy	+36	New	+$2.64K	﹤0.01%	626

Other funds holding EXE

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Institutional & Family Asset Management's EXE Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Expand Energy Corp (EXE) in Q1 2024, closing a stake of 25 shares — an estimated $1.92K sold.

Institutional & Family Asset Management first reported a position in EXE in Q1 2022 and held it in 8 quarters. The position peaked at $6.51K in Q4 2022. 495 funds tracked by Wall St. Rank hold EXE as of Q1 2024.

Institutional & Family Asset Management reported no remaining Expand Energy Corp position as of Q1 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 25 Expand Energy Corp shares in Q1 2024, an estimated $1.92K.
Institutional & Family Asset Management first reported a position in Expand Energy Corp in Q1 2022 and held it in 8 quarters.
Institutional & Family Asset Management's Expand Energy Corp position peaked at $6.51K in Q4 2022.
495 funds tracked by Wall St. Rank held Expand Energy Corp as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.