Pathstone Family Office’s Expand Energy Corp EXE Stock Holding History

Pathstone Family Office’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	$246K	Buy	+2,850	New	+$242K	﹤0.01%	1400

Other funds holding EXE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Pathstone Family Office's EXE Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Expand Energy Corp (EXE) in Q3 2023: 2,850 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings.

477 funds tracked by Wall St. Rank hold EXE as of Q3 2023.

Pathstone Family Office held 2,850 shares of Expand Energy Corp worth $246K as of Q3 2023.
Expand Energy Corp was a new Pathstone Family Office position in Q3 2023.
Expand Energy Corp made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1400 holding.
477 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.