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Parsons Capital Management’s Expensify EXFY Stock Holding History

Parsons Capital Management’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
-10,958
Closed -$89.3K – 427
2023
Q1 		$89.3K Sell
10,958
-16,438
-60% -$146K 0.01% 416
2022
Q4 		$242K Hold
27,396
– – 0.02% 384
2022
Q3 		$408K Buy
+27,396
New +$511K 0.04% 306

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

Parsons Capital Management's EXFY Position: Q2 2023 in Review

Parsons Capital Management sold out of Expensify (EXFY) in Q2 2023, closing a stake of 10,958 shares — an estimated $89.3K sold.

Parsons Capital Management first reported a position in EXFY in Q3 2022 and held it in 3 quarters. The position peaked at $408K in Q3 2022. 97 funds tracked by Wall St. Rank hold EXFY as of Q2 2023.

  • Parsons Capital Management reported no remaining Expensify position as of Q2 2023 after selling out during the quarter.
  • Parsons Capital Management sold 10,958 Expensify shares in Q2 2023, an estimated $89.3K.
  • Parsons Capital Management first reported a position in Expensify in Q3 2022 and held it in 3 quarters.
  • Parsons Capital Management's Expensify position peaked at $408K in Q3 2022.
  • 97 funds tracked by Wall St. Rank held Expensify as of Q2 2023.

Based on Parsons Capital Management's 13F filing for Q2 2023, filed 4 Aug 2023.