SW
EXE

SVB Wealth’s Expand Energy Corp EXE Stock Holding History

SVB Wealth’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,838
Closed -$368K – 1020
2023
Q1 		$368K Buy
4,838
+78
+2% +$6.42K 0.01% 646
2022
Q4 		$449K Buy
4,760
+708
+17% +$70.1K 0.01% 589
2022
Q3 		$382K Buy
4,052
+915
+29% +$86K 0.01% 597
2022
Q2 		$254K Buy
3,137
+261
+9% +$23.6K ﹤0.01% 613
2022
Q1 		$250K Buy
+2,876
New +$211K ﹤0.01% 631

Other funds holding EXE

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

SVB Wealth's EXE Position: Q2 2023 in Review

SVB Wealth sold out of Expand Energy Corp (EXE) in Q2 2023, closing a stake of 4,838 shares — an estimated $368K sold.

SVB Wealth first reported a position in EXE in Q1 2022 and held it in 5 quarters. The position peaked at $449K in Q4 2022. 457 funds tracked by Wall St. Rank hold EXE as of Q2 2023.

  • SVB Wealth reported no remaining Expand Energy Corp position as of Q2 2023 after selling out during the quarter.
  • SVB Wealth sold 4,838 Expand Energy Corp shares in Q2 2023, an estimated $368K.
  • SVB Wealth first reported a position in Expand Energy Corp in Q1 2022 and held it in 5 quarters.
  • SVB Wealth's Expand Energy Corp position peaked at $449K in Q4 2022.
  • 457 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.