Resolute Advisors’s Expensify EXFY Stock Holding History

Resolute Advisors’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
2022 Q1	–	Sell	-100	Closed	-$4K	–	142
2021 Q4	$4K	Buy	+100	New	+$4.07K	﹤0.01%	152

Other funds holding EXFY

OpenView Management Boston, Massachusetts $5.81K AUM 5.89% 1-Year Est. Return

KAH

Kathryn A. Hall $186M AUM 12.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LSCM

Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Resolute Advisors's EXFY Position: Q1 2022 in Review

Resolute Advisors sold out of Expensify (EXFY) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

Resolute Advisors first reported a position in EXFY in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 48 funds tracked by Wall St. Rank hold EXFY as of Q1 2022.

Resolute Advisors reported no remaining Expensify position as of Q1 2022 after selling out during the quarter.
Resolute Advisors sold 100 Expensify shares in Q1 2022, an estimated $4K.
Resolute Advisors first reported a position in Expensify in Q4 2021 and held it in 1 quarter.
Resolute Advisors's Expensify position peaked at $4K in Q4 2021.
48 funds tracked by Wall St. Rank held Expensify as of Q1 2022.

Based on Resolute Advisors's 13F filing for Q1 2022, filed 11 May 2022.