Patriot Financial Group Insurance Agency’s Expand Energy Corp EXE Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-463	Closed	-$38K	–	2010
2022 Q2	$38K	Buy	463 +4	+0.9%	+$361	0.01%	817
2022 Q1	$40K	Sell	459 -147	-24%	-$10.8K	0.01%	848
2021 Q4	$39K	Buy	+606	New	+$38.4K	0.01%	969

Other funds holding EXE

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

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

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

OCM

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EXE Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Expand Energy Corp (EXE) in Q3 2022, closing a stake of 463 shares — an estimated $38K sold.

Patriot Financial Group Insurance Agency first reported a position in EXE in Q4 2021 and held it in 3 quarters. The position peaked at $40K in Q1 2022. 436 funds tracked by Wall St. Rank hold EXE as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Expand Energy Corp position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 463 Expand Energy Corp shares in Q3 2022, an estimated $38K.
Patriot Financial Group Insurance Agency first reported a position in Expand Energy Corp in Q4 2021 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Expand Energy Corp position peaked at $40K in Q1 2022.
436 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.