MSFP
EXE

Mark Sheptoff Financial Planning’s Expand Energy Corp EXE Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q2 		– Sell
-250
Closed -$22K – 438
2022
Q1 		$22K Buy
+250
New +$18.4K 0.01% 241

Other funds holding EXE

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mark Sheptoff Financial Planning's EXE Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Expand Energy Corp (EXE) in Q2 2022, closing a stake of 250 shares — an estimated $22K sold.

Mark Sheptoff Financial Planning first reported a position in EXE in Q1 2022 and held it in 1 quarter. The position peaked at $22K in Q1 2022. 385 funds tracked by Wall St. Rank hold EXE as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Expand Energy Corp position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 250 Expand Energy Corp shares in Q2 2022, an estimated $22K.
  • Mark Sheptoff Financial Planning first reported a position in Expand Energy Corp in Q1 2022 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Expand Energy Corp position peaked at $22K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.