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RKL Wealth Management’s Expedia Group EXPE Stock Holding History

RKL Wealth Management’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
Q4 		– Sell
-1,520
Closed -$204K – 122
2019
Q3 		$204K Buy
1,520
+8
+0.5% +$1.06K 0.04% 122
2019
Q2 		$202K Buy
+1,512
New +$186K 0.04% 127
2017
Q4 		– Sell
-1,766
Closed -$254K – 140
2017
Q3 		$254K Hold
1,766
– – 0.07% 135
2017
Q2 		$264K Buy
+1,766
New +$248K 0.08% 129

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
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

RKL Wealth Management's EXPE Position: Q4 2019 in Review

RKL Wealth Management sold out of Expedia Group (EXPE) in Q4 2019, closing a stake of 1,520 shares — an estimated $204K sold.

RKL Wealth Management first reported a position in EXPE in Q2 2017 and held it in 4 quarters. The position peaked at $264K in Q2 2017. 667 funds tracked by Wall St. Rank hold EXPE as of Q4 2019.

  • RKL Wealth Management reported no remaining Expedia Group position as of Q4 2019 after selling out during the quarter.
  • RKL Wealth Management sold 1,520 Expedia Group shares in Q4 2019, an estimated $204K.
  • RKL Wealth Management first reported a position in Expedia Group in Q2 2017 and held it in 4 quarters.
  • RKL Wealth Management's Expedia Group position peaked at $264K in Q2 2017.
  • 667 funds tracked by Wall St. Rank held Expedia Group as of Q4 2019.

Based on RKL Wealth Management's 13F filing for Q4 2019, filed 4 Feb 2020.