RFA
EXE

Resurgent Financial Advisors’s Expand Energy Corp EXE Stock Holding History

Resurgent Financial Advisors’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
Q4 		– Sell
-403
Closed -$34.8K – 535
2023
Q3 		$34.8K Sell
403
-44
-10% -$3.73K 0.02% 388
2023
Q2 		$37.4K Sell
447
-3
-0.7% -$239 0.02% 377
2023
Q1 		$34.2K Buy
450
+11
+3% +$905 0.02% 393
2022
Q4 		$41.4K Buy
+439
New +$43.5K 0.02% 467

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return

Resurgent Financial Advisors's EXE Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Expand Energy Corp (EXE) in Q4 2023, closing a stake of 403 shares — an estimated $34.8K sold.

Resurgent Financial Advisors first reported a position in EXE in Q4 2022 and held it in 4 quarters. The position peaked at $41.4K in Q4 2022. 466 funds tracked by Wall St. Rank hold EXE as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Expand Energy Corp position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 403 Expand Energy Corp shares in Q4 2023, an estimated $34.8K.
  • Resurgent Financial Advisors first reported a position in Expand Energy Corp in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Expand Energy Corp position peaked at $41.4K in Q4 2022.
  • 466 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.