OPTFSNA
EXE

Old Point Trust & Financial Services N A’s Expand Energy Corp EXE Stock Holding History

Old Point Trust & Financial Services N A’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
2023
Q3 		– Sell
-28
Closed -$2.34K – 254
2023
Q2 		$2.34K Buy
+28
New +$2.23K ﹤0.01% 249

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BlackRock
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OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Old Point Trust & Financial Services N A's EXE Position: Q3 2023 in Review

Old Point Trust & Financial Services N A sold out of Expand Energy Corp (EXE) in Q3 2023, closing a stake of 28 shares — an estimated $2.34K sold.

Old Point Trust & Financial Services N A first reported a position in EXE in Q2 2023 and held it in 1 quarter. The position peaked at $2.34K in Q2 2023. 477 funds tracked by Wall St. Rank hold EXE as of Q3 2023.

  • Old Point Trust & Financial Services N A reported no remaining Expand Energy Corp position as of Q3 2023 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 28 Expand Energy Corp shares in Q3 2023, an estimated $2.34K.
  • Old Point Trust & Financial Services N A first reported a position in Expand Energy Corp in Q2 2023 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's Expand Energy Corp position peaked at $2.34K in Q2 2023.
  • 477 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2023.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2023, filed 9 Nov 2023.