Ironwood Financial’s Expand Energy Corp EXE Stock Holding History

Ironwood 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
2021 Q4	–	Sell	-7	Closed	–	–	573
2021 Q3	$0	Hold	7	–	–	﹤0.01%	608
2021 Q2	$0	Hold	7	–	–	﹤0.01%	594
2021 Q1	$0	Buy	+7	New	+$309	﹤0.01%	578

Other funds holding EXE

Blackstone Inc New York $25.6B AUM 26.83% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Ironwood Financial's EXE Position: Q4 2021 in Review

Ironwood Financial sold out of Expand Energy Corp (EXE) in Q4 2021, closing a stake of 7 shares.

Ironwood Financial first reported a position in EXE in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 268 funds tracked by Wall St. Rank hold EXE as of Q4 2021.

Ironwood Financial reported no remaining Expand Energy Corp position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 7 Expand Energy Corp shares in Q4 2021.
Ironwood Financial first reported a position in Expand Energy Corp in Q1 2021 and held it in 3 quarters.
Ironwood Financial's Expand Energy Corp position peaked at $0 in Q3 2021.
268 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.