LWM
EXPE icon

Liberty Wealth Management’s Expedia Group EXPE Stock Holding History

Liberty 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
2021
Q2 		– Sell
-4
Closed – – 1096
2021
Q1 		$0 Hold
4
– – ﹤0.01% 967
2020
Q4 		$0 Buy
+4
New +$451 ﹤0.01% 984
2020
Q2 		– Sell
-71
Closed -$4K – 893
2020
Q1 		$4K Buy
71
+1
+1% +$96 ﹤0.01% 612
2019
Q4 		$8K Hold
70
– – 0.01% 583
2019
Q3 		$9K Buy
+70
New +$9.25K 0.01% 533
2019
Q2 		– Sell
-313
Closed -$37K – 908
2019
Q1 		$37K Buy
313
+24
+8% +$2.91K 0.03% 244
2018
Q4 		$32K Buy
+289
New +$34.6K 0.02% 249

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.8B AUM 16.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return