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Money Concepts Capital’s Expensify EXFY Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-125
Closed -$1.1K – 1243
2022
Q4 		$1.1K Buy
+125
New +$1.4K ﹤0.01% 2857
2022
Q2 		– Sell
-765
Closed -$13K – 1797
2022
Q1 		$13K Buy
+765
New +$18.7K ﹤0.01% 1807

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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
KAH
Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return

Money Concepts Capital's EXFY Position: Q1 2023 in Review

Money Concepts Capital sold out of Expensify (EXFY) in Q1 2023, closing a stake of 125 shares — an estimated $1.1K sold.

Money Concepts Capital first reported a position in EXFY in Q1 2022 and held it in 2 quarters. The position peaked at $13K in Q1 2022. 97 funds tracked by Wall St. Rank hold EXFY as of Q1 2023.

  • Money Concepts Capital reported no remaining Expensify position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 125 Expensify shares in Q1 2023, an estimated $1.1K.
  • Money Concepts Capital first reported a position in Expensify in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Expensify position peaked at $13K in Q1 2022.
  • 97 funds tracked by Wall St. Rank held Expensify as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.