OLVIG
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Oliver Lagore Vanvalin Investment Group’s Expensify EXFY Stock Holding History

Oliver Lagore Vanvalin Investment 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
2022
Q4 		– Sell
-242
Closed -$4K – 701
2022
Q3 		$4K Hold
242
– – ﹤0.01% 452
2022
Q2 		$4K Hold
242
– – ﹤0.01% 435
2022
Q1 		$4K Buy
+242
New +$5.9K ﹤0.01% 432

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
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's EXFY Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Expensify (EXFY) in Q4 2022, closing a stake of 242 shares — an estimated $4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in EXFY in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 75 funds tracked by Wall St. Rank hold EXFY as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Expensify position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 242 Expensify shares in Q4 2022, an estimated $4K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Expensify in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Expensify position peaked at $4K in Q3 2022.
  • 75 funds tracked by Wall St. Rank held Expensify as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.