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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 – – 1095
2021
Q1 		$0 Hold
4
– – ﹤0.01% 966
2020
Q4 		$0 Buy
+4
New +$451 ﹤0.01% 983
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 $6.73T AUM 46.02% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Liberty Wealth Management's EXPE Position: Q2 2021 in Review

Liberty Wealth Management sold out of Expedia Group (EXPE) in Q2 2021, closing a stake of 4 shares.

Liberty Wealth Management first reported a position in EXPE in Q4 2018 and held it in 7 quarters. The position peaked at $37K in Q1 2019. 776 funds tracked by Wall St. Rank hold EXPE as of Q2 2021.

  • Liberty Wealth Management reported no remaining Expedia Group position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 4 Expedia Group shares in Q2 2021.
  • Liberty Wealth Management first reported a position in Expedia Group in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's Expedia Group position peaked at $37K in Q1 2019.
  • 776 funds tracked by Wall St. Rank held Expedia Group as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.