LFA
EXFY icon

Level Financial Advisors’s Expensify EXFY Stock Holding History

Level Financial Advisors’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-100
Closed -$2K – 269
2022
Q2 		$2K Buy
+100
New +$1.77K ﹤0.01% 248

Other funds holding EXFY

OM
OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Level Financial Advisors's EXFY Position: Q3 2022 in Review

Level Financial Advisors sold out of Expensify (EXFY) in Q3 2022, closing a stake of 100 shares — an estimated $2K sold.

Level Financial Advisors first reported a position in EXFY in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 83 funds tracked by Wall St. Rank hold EXFY as of Q3 2022.

  • Level Financial Advisors reported no remaining Expensify position as of Q3 2022 after selling out during the quarter.
  • Level Financial Advisors sold 100 Expensify shares in Q3 2022, an estimated $2K.
  • Level Financial Advisors first reported a position in Expensify in Q2 2022 and held it in 1 quarter.
  • Level Financial Advisors's Expensify position peaked at $2K in Q2 2022.
  • 83 funds tracked by Wall St. Rank held Expensify as of Q3 2022.

Based on Level Financial Advisors's 13F filing for Q3 2022, filed 18 Oct 2022.