SWA
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Sutton Wealth Advisors’s Expedia Group EXPE Stock Holding History

Sutton Wealth 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
2023
Q3 		$7.52K Sell
73
-37
-34% -$4.08K ﹤0.01% 519
2023
Q2 		$12K Hold
110
– – 0.01% 430
2023
Q1 		$10.7K Hold
110
– – 0.01% 411
2022
Q4 		$9.64K Buy
110
+6
+6% +$568 ﹤0.01% 960
2022
Q3 		$9.74K Buy
104
+2
+2% +$204 ﹤0.01% 898
2022
Q2 		$9.67K Buy
102
+13
+15% +$1.84K ﹤0.01% 910
2022
Q1 		$17.4K Buy
89
+3
+3% +$561 0.01% 752
2021
Q4 		$15.5K Sell
86
-2
-2% -$340 0.01% 792
2021
Q3 		$14.4K Buy
88
+2
+2% +$309 0.01% 793
2021
Q2 		$14.1K Hold
86
– – 0.01% 808
2021
Q1 		$14.8K Buy
86
+3
+4% +$462 0.01% 762
2020
Q4 		$11K Buy
83
+4
+5% +$451 ﹤0.01% 783
2020
Q3 		$7.24K Hold
79
– – ﹤0.01% 818
2020
Q2 		$6.49K Buy
79
+9
+13% +$654 ﹤0.01% 804
2020
Q1 		$3.94K Buy
70
+17
+32% +$1.63K ﹤0.01% 896
2019
Q4 		$5.73K Hold
53
– – ﹤0.01% 925
2019
Q3 		$7.12K Buy
53
+2
+4% +$264 ﹤0.01% 869
2019
Q2 		$6.79K Hold
51
– – ﹤0.01% 860
2019
Q1 		$6.07K Sell
51
-5
-9% -$607 ﹤0.01% 893
2018
Q4 		$6.31K Buy
56
+5
+10% +$598 ﹤0.01% 844
2018
Q3 		$6.65K Sell
51
-224
-81% -$29.1K ﹤0.01% 858
2018
Q2 		$33.1K Hold
275
– – 0.02% 398
2018
Q1 		$30.4K Buy
275
+64
+30% +$7.45K 0.02% 410
2017
Q4 		$25.3K Buy
211
+156
+284% +$20.2K 0.02% 469
2017
Q3 		$7.92K Sell
55
-168
-75% -$24.9K 0.01% 806
2017
Q2 		$33.2K Buy
223
+3
+1% +$421 0.03% 357
2017
Q1 		$27.8K Sell
220
-38
-15% -$4.64K 0.02% 391
2016
Q4 		$29.2K Sell
258
-284
-52% -$34.6K 0.03% 374
2016
Q3 		$63.3K Hold
542
– – 0.06% 217
2016
Q2 		$57.6K Sell
542
-687
-56% -$74.7K 0.05% 232
2016
Q1 		$133K Buy
+1,229
New +$131K 0.13% 147

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Sutton Wealth Advisors's EXPE Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Expedia Group (EXPE) stake by 34% in Q3 2023, selling an estimated $4.08K and leaving 73 shares worth $7.52K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Sutton Wealth Advisors first reported a position in EXPE in Q1 2016 and has held it in 31 quarters since. The position peaked at $133K in Q1 2016. 717 funds tracked by Wall St. Rank hold EXPE as of Q3 2023.

  • Sutton Wealth Advisors held 73 shares of Expedia Group worth $7.52K as of Q3 2023.
  • Sutton Wealth Advisors sold 37 Expedia Group shares in Q3 2023, an estimated $4.08K.
  • Expedia Group made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #519 holding.
  • Sutton Wealth Advisors first reported a position in Expedia Group in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Expedia Group position peaked at $133K in Q1 2016.
  • 717 funds tracked by Wall St. Rank held Expedia Group as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.