TWP
EXE

TFO Wealth Partners’s Expand Energy Corp EXE Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$178 – 779
2024
Q1 		$178 Hold
2
– – ﹤0.01% 518
2023
Q4 		$154 Hold
2
– – ﹤0.01% 715
2023
Q3 		$167 Hold
2
– – ﹤0.01% 889
2023
Q2 		$167 Hold
2
– – ﹤0.01% 557
2023
Q1 		$152 Sell
2
-33
-94% -$2.72K ﹤0.01% 550
2022
Q4 		$1.07K Buy
+35
New +$3.47K ﹤0.01% 352

Other funds holding EXE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TFO Wealth Partners's EXE Position: Q2 2024 in Review

TFO Wealth Partners sold out of Expand Energy Corp (EXE) in Q2 2024, closing a stake of 2 shares — an estimated $178 sold.

TFO Wealth Partners first reported a position in EXE in Q4 2022 and held it in 6 quarters. The position peaked at $1.07K in Q4 2022. 470 funds tracked by Wall St. Rank hold EXE as of Q2 2024.

  • TFO Wealth Partners reported no remaining Expand Energy Corp position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Expand Energy Corp shares in Q2 2024, an estimated $178.
  • TFO Wealth Partners first reported a position in Expand Energy Corp in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Expand Energy Corp position peaked at $1.07K in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.