SC
EXFY icon

Stephens Consulting’s Expensify EXFY Stock Holding History

Stephens Consulting’s Portfolio EXFY Stock Details EXFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$325 – 491
2023
Q3 		$325 Hold
100
– – ﹤0.01% 482
2023
Q2 		$798 Hold
100
– – ﹤0.01% 471
2023
Q1 		$815 Hold
100
– – ﹤0.01% 492
2022
Q4 		$883 Hold
100
– – ﹤0.01% 466
2022
Q3 		$1.49K Hold
100
– – ﹤0.01% 501
2022
Q2 		$1.78K Hold
100
– – ﹤0.01% 484
2022
Q1 		$1.76K Hold
100
– – ﹤0.01% 509
2021
Q4 		$4.4K Buy
+100
New +$4.07K ﹤0.01% 508

Other funds holding EXFY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Stephens Consulting's EXFY Position: Q4 2023 in Review

Stephens Consulting sold out of Expensify (EXFY) in Q4 2023, closing a stake of 100 shares — an estimated $325 sold.

Stephens Consulting first reported a position in EXFY in Q4 2021 and held it in 8 quarters. The position peaked at $4.4K in Q4 2021. 100 funds tracked by Wall St. Rank hold EXFY as of Q4 2023.

  • Stephens Consulting reported no remaining Expensify position as of Q4 2023 after selling out during the quarter.
  • Stephens Consulting sold 100 Expensify shares in Q4 2023, an estimated $325.
  • Stephens Consulting first reported a position in Expensify in Q4 2021 and held it in 8 quarters.
  • Stephens Consulting's Expensify position peaked at $4.4K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held Expensify as of Q4 2023.

Based on Stephens Consulting's 13F filing for Q4 2023, filed 1 Feb 2024.