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Strategic Wealth Investment Group’s Expedia Group EXPE Stock Holding History

Strategic Wealth Investment Group’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
2020
Q4 		– Sell
-8,505
Closed -$780K – 86
2020
Q3 		$780K Buy
8,505
+1,799
+27% +$162K 0.59% 44
2020
Q2 		$551K Buy
+6,706
New +$488K 0.54% 44

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Investment Group's EXPE Position: Q4 2020 in Review

Strategic Wealth Investment Group sold out of Expedia Group (EXPE) in Q4 2020, closing a stake of 8,505 shares — an estimated $780K sold.

Strategic Wealth Investment Group first reported a position in EXPE in Q2 2020 and held it in 2 quarters. The position peaked at $780K in Q3 2020. 665 funds tracked by Wall St. Rank hold EXPE as of Q4 2020.

  • Strategic Wealth Investment Group reported no remaining Expedia Group position as of Q4 2020 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 8,505 Expedia Group shares in Q4 2020, an estimated $780K.
  • Strategic Wealth Investment Group first reported a position in Expedia Group in Q2 2020 and held it in 2 quarters.
  • Strategic Wealth Investment Group's Expedia Group position peaked at $780K in Q3 2020.
  • 665 funds tracked by Wall St. Rank held Expedia Group as of Q4 2020.

Based on Strategic Wealth Investment Group's 13F filing for Q4 2020, filed 15 Jan 2021.