KWM
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Kingsview Wealth Management’s Expedia Group EXPE Stock Holding History

Kingsview Wealth Management’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,723
Closed -$217K – 1114
2024
Q2 		$217K Sell
1,723
-410
-19% -$50.6K 0.01% 960
2024
Q1 		$294K Buy
2,133
+734
+52% +$104K 0.01% 823
2023
Q4 		$212K Buy
+1,399
New +$171K 0.01% 884
2022
Q2 		– Sell
-1,084
Closed -$212K – 841
2022
Q1 		$212K Sell
1,084
-181
-14% -$33.9K 0.01% 805
2021
Q4 		$229K Sell
1,265
-22
-2% -$3.74K 0.01% 822
2021
Q3 		$211K Sell
1,287
-1,060
-45% -$164K 0.01% 790
2021
Q2 		$392K Sell
2,347
-8,933
-79% -$1.53M 0.02% 625
2021
Q1 		$1.98M Sell
11,280
-912
-7% -$140K 0.11% 193
2020
Q4 		$1.61M Buy
12,192
+957
+9% +$108K 0.12% 191
2020
Q3 		$1.03M Buy
11,235
+3,765
+50% +$339K 0.09% 216
2020
Q2 		$614K Buy
7,470
+1,588
+27% +$115K 0.06% 289
2020
Q1 		$331K Buy
+5,882
New +$565K 0.04% 330

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingsview Wealth Management's EXPE Position: Q3 2024 in Review

Kingsview Wealth Management sold out of Expedia Group (EXPE) in Q3 2024, closing a stake of 1,723 shares — an estimated $217K sold.

Kingsview Wealth Management first reported a position in EXPE in Q1 2020 and held it in 12 quarters. The position peaked at $1.98M in Q1 2021. 792 funds tracked by Wall St. Rank hold EXPE as of Q3 2024.

  • Kingsview Wealth Management reported no remaining Expedia Group position as of Q3 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 1,723 Expedia Group shares in Q3 2024, an estimated $217K.
  • Kingsview Wealth Management first reported a position in Expedia Group in Q1 2020 and held it in 12 quarters.
  • Kingsview Wealth Management's Expedia Group position peaked at $1.98M in Q1 2021.
  • 792 funds tracked by Wall St. Rank held Expedia Group as of Q3 2024.

Based on Kingsview Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.