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SFA
Sequoia Financial Advisors’s
Expedia Group
EXPE
Stock Holding History
Sequoia Financial 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
2026
Q1
$1.67M
Sell
7,229
-534
-7%
-$131K
0.01%
676
2025
Q4
$2.2M
Buy
7,763
+3,137
+68%
+$775K
0.01%
545
2025
Q3
$989K
Buy
4,626
+973
+27%
+$195K
0.01%
782
2025
Q2
$616K
Buy
3,653
+1,145
+46%
+$186K
﹤0.01%
901
2025
Q1
$422K
Buy
2,508
+96
+4%
+$17.5K
﹤0.01%
922
2024
Q4
$449K
Buy
2,412
+9
+0.4%
+$1.55K
﹤0.01%
845
2024
Q3
$356K
Buy
2,403
+463
+24%
+$61.3K
﹤0.01%
899
2024
Q2
$244K
Sell
1,940
-326
-14%
-$40.2K
﹤0.01%
985
2024
Q1
$312K
Sell
2,266
-1,094
-33%
-$155K
﹤0.01%
845
2023
Q4
$510K
Buy
3,360
+1,401
+72%
+$172K
0.01%
727
2023
Q3
$202K
Sell
1,959
-55
-3%
-$6.07K
﹤0.01%
863
2023
Q2
$220K
Buy
+2,014
New
+$197K
﹤0.01%
826
2017
Q3
–
Sell
-30,805
Closed
-$4.59M
–
293
2017
Q2
$4.59M
Buy
30,805
+1,780
+6%
+$250K
0.57%
32
2017
Q1
$3.66M
Buy
+29,025
New
+$3.54M
0.47%
47
Other funds holding EXPE
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC
Houston, Texas
$9.34B AUM
17.41%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Alkeon Capital Management
New York
$22.1B AUM
51.63%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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