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	–	785
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Selective Wealth Management's EXPE Position: Q2 2022 in Review

Selective Wealth Management sold out of Expedia Group (EXPE) in Q2 2022, closing a stake of 150 shares — an estimated $29K sold.

Selective Wealth Management first reported a position in EXPE in Q3 2019 and held it in 6 quarters. The position peaked at $29K in Q1 2022. 750 funds tracked by Wall St. Rank hold EXPE as of Q2 2022.

Selective Wealth Management reported no remaining Expedia Group position as of Q2 2022 after selling out during the quarter.
Selective Wealth Management sold 150 Expedia Group shares in Q2 2022, an estimated $29K.
Selective Wealth Management first reported a position in Expedia Group in Q3 2019 and held it in 6 quarters.
Selective Wealth Management's Expedia Group position peaked at $29K in Q1 2022.
750 funds tracked by Wall St. Rank held Expedia Group as of Q2 2022.

Based on Selective Wealth Management's 13F filing for Q2 2022, filed 28 Jul 2022.