PWMG
EXFY icon

Private Wealth Management Group’s Expensify EXFY Stock Holding History

Private Wealth Management 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
2024
Q1 		– Sell
-420
Closed -$1.04K – 1528
2023
Q4 		$1.04K Buy
+420
New +$1.09K ﹤0.01% 1253

Other funds holding EXFY

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Private Wealth Management Group's EXFY Position: Q1 2024 in Review

Private Wealth Management Group sold out of Expensify (EXFY) in Q1 2024, closing a stake of 420 shares — an estimated $1.04K sold.

Private Wealth Management Group first reported a position in EXFY in Q4 2023 and held it in 1 quarter. The position peaked at $1.04K in Q4 2023. 88 funds tracked by Wall St. Rank hold EXFY as of Q1 2024.

  • Private Wealth Management Group reported no remaining Expensify position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 420 Expensify shares in Q1 2024, an estimated $1.04K.
  • Private Wealth Management Group first reported a position in Expensify in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Expensify position peaked at $1.04K in Q4 2023.
  • 88 funds tracked by Wall St. Rank held Expensify as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.