Newbridge Financial Services Group’s Expand Energy Corp EXE Stock Holding History

Newbridge Financial Services Group’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
2024 Q3	–	Sell	-200	Closed	-$16.4K	–	1134
2024 Q2	$16.4K	Sell	200 -100	-33%	-$8.83K	0.01%	612
2024 Q1	$26.6K	Buy	300 +100	+50%	+$8.03K	0.01%	543
2023 Q4	$15.4K	Hold	200	–	–	0.01%	649
2023 Q3	$17.2K	Sell	200 -1,200	-86%	-$102K	0.01%	679
2023 Q2	$117K	Sell	1,400 -100	-7%	-$7.98K	0.06%	279
2023 Q1	$114K	Buy	+1,500	New	+$123K	0.06%	297
2022 Q2	–	Sell	-150	Closed	-$13K	–	1553
2022 Q1	$13K	Hold	150	–	–	0.01%	872
2021 Q4	$10K	Buy	+150	New	+$9.52K	﹤0.01%	921

Other funds holding EXE

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KEM

Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's EXE Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Expand Energy Corp (EXE) in Q3 2024, closing a stake of 200 shares — an estimated $16.4K sold.

Newbridge Financial Services Group first reported a position in EXE in Q4 2021 and held it in 8 quarters. The position peaked at $117K in Q2 2023. 466 funds tracked by Wall St. Rank hold EXE as of Q3 2024.

Newbridge Financial Services Group reported no remaining Expand Energy Corp position as of Q3 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 200 Expand Energy Corp shares in Q3 2024, an estimated $16.4K.
Newbridge Financial Services Group first reported a position in Expand Energy Corp in Q4 2021 and held it in 8 quarters.
Newbridge Financial Services Group's Expand Energy Corp position peaked at $117K in Q2 2023.
466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.