SWM
EXPE icon

Selective Wealth Management’s Expedia Group EXPE Stock Holding History

Selective 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
2022
Q2 		– Sell
-150
Closed -$29K – 786
2022
Q1 		$29K Hold
150
– – 0.01% 393
2021
Q4 		$27K Buy
+150
New +$25.5K 0.01% 370
2020
Q3 		– Sell
-15
Closed -$1K – 345
2020
Q2 		$1K Hold
15
– – ﹤0.01% 397
2020
Q1 		$1K Hold
15
– – ﹤0.01% 306
2019
Q4 		$2K Hold
15
– – ﹤0.01% 284
2019
Q3 		$2K Buy
+15
New +$1.98K ﹤0.01% 289

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return