Nuveen Asset Management
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Nuveen Asset Management’s Expensify EXFY Stock Holding History

Nuveen Asset Management’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-156,447
Closed -$288K – 3361
2024
Q1 		$288K Hold
156,447
– – ﹤0.01% 3111
2023
Q4 		$386K Hold
156,447
– – ﹤0.01% 3086
2023
Q3 		$508K Hold
156,447
– – ﹤0.01% 2845
2023
Q2 		$1.25M Buy
+156,447
New +$1.25M ﹤0.01% 2549