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Newbridge Financial Services Group’s Expensify EXFY Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-1,000
Closed -$8.15K – 1379
2023
Q1 		$8.15K Hold
1,000
– – ﹤0.01% 954
2022
Q4 		$8.83K Hold
1,000
– – 0.01% 940
2022
Q3 		$15K Hold
1,000
– – 0.01% 779
2022
Q2 		$18K Hold
1,000
– – 0.01% 683
2022
Q1 		$18K Hold
1,000
– – 0.01% 756
2021
Q4 		$44K Buy
+1,000
New +$40.7K 0.02% 496

Other funds holding EXFY

OM
OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Newbridge Financial Services Group's EXFY Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of Expensify (EXFY) in Q2 2023, closing a stake of 1,000 shares — an estimated $8.15K sold.

Newbridge Financial Services Group first reported a position in EXFY in Q4 2021 and held it in 6 quarters. The position peaked at $44K in Q4 2021. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2023.

  • Newbridge Financial Services Group reported no remaining Expensify position as of Q2 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,000 Expensify shares in Q2 2023, an estimated $8.15K.
  • Newbridge Financial Services Group first reported a position in Expensify in Q4 2021 and held it in 6 quarters.
  • Newbridge Financial Services Group's Expensify position peaked at $44K in Q4 2021.
  • 97 funds tracked by Wall St. Rank held Expensify as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.