MWPCG
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Measured Wealth Private Client Group’s Expedia Group EXPE Stock Holding History

Measured Wealth Private Client Group’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
Q2 		– Sell
-2,091
Closed -$288K – 195
2024
Q1 		$288K Buy
+2,091
New +$297K 0.1% 153

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Measured Wealth Private Client Group's EXPE Position: Q2 2024 in Review

Measured Wealth Private Client Group sold out of Expedia Group (EXPE) in Q2 2024, closing a stake of 2,091 shares — an estimated $288K sold.

Measured Wealth Private Client Group first reported a position in EXPE in Q1 2024 and held it in 1 quarter. The position peaked at $288K in Q1 2024. 777 funds tracked by Wall St. Rank hold EXPE as of Q2 2024.

  • Measured Wealth Private Client Group reported no remaining Expedia Group position as of Q2 2024 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,091 Expedia Group shares in Q2 2024, an estimated $288K.
  • Measured Wealth Private Client Group first reported a position in Expedia Group in Q1 2024 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Expedia Group position peaked at $288K in Q1 2024.
  • 777 funds tracked by Wall St. Rank held Expedia Group as of Q2 2024.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2024, filed 12 Aug 2024.