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River Wealth Advisors’s Expedia Group EXPE Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-540
Closed -$61K – 250
2018
Q4 		$61K Buy
540
+180
+50% +$21.5K 0.03% 223
2018
Q3 		$47K Buy
+360
New +$46.7K 0.02% 281

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

River Wealth Advisors's EXPE Position: Q1 2019 in Review

River Wealth Advisors sold out of Expedia Group (EXPE) in Q1 2019, closing a stake of 540 shares — an estimated $61K sold.

River Wealth Advisors first reported a position in EXPE in Q3 2018 and held it in 2 quarters. The position peaked at $61K in Q4 2018. 635 funds tracked by Wall St. Rank hold EXPE as of Q1 2019.

  • River Wealth Advisors reported no remaining Expedia Group position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 540 Expedia Group shares in Q1 2019, an estimated $61K.
  • River Wealth Advisors first reported a position in Expedia Group in Q3 2018 and held it in 2 quarters.
  • River Wealth Advisors's Expedia Group position peaked at $61K in Q4 2018.
  • 635 funds tracked by Wall St. Rank held Expedia Group as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.