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Peak Financial Advisors’s Expedia Group EXPE Stock Holding History

Peak Financial Advisors’s Portfolio EXPE Stock Details EXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,413
Closed -$1.9M – 59
2023
Q2 		$1.9M Buy
17,413
+2,006
+13% +$197K 1.5% 29
2023
Q1 		$1.49M Sell
15,407
-570
-4% -$59.8K 1.26% 28
2022
Q4 		$1.4M Sell
15,977
-521
-3% -$49.3K 1.28% 27
2022
Q3 		$1.55M Buy
16,498
+7,101
+76% +$725K 1.9% 22
2022
Q2 		$891K Sell
9,397
-57
-0.6% -$8.07K 0.88% 34
2022
Q1 		$1.85M Buy
+9,454
New +$1.77M 1.59% 22

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Peak Financial Advisors's EXPE Position: Q3 2023 in Review

Peak Financial Advisors sold out of Expedia Group (EXPE) in Q3 2023, closing a stake of 17,413 shares — an estimated $1.9M sold.

Peak Financial Advisors first reported a position in EXPE in Q1 2022 and held it in 6 quarters. The position peaked at $1.9M in Q2 2023. 716 funds tracked by Wall St. Rank hold EXPE as of Q3 2023.

  • Peak Financial Advisors reported no remaining Expedia Group position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 17,413 Expedia Group shares in Q3 2023, an estimated $1.9M.
  • Peak Financial Advisors first reported a position in Expedia Group in Q1 2022 and held it in 6 quarters.
  • Peak Financial Advisors's Expedia Group position peaked at $1.9M in Q2 2023.
  • 716 funds tracked by Wall St. Rank held Expedia Group as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.