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Tradition Wealth Management’s Expedia Group EXPE Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-20
Closed -$3K – 645
2023
Q4 		$3K Buy
+20
New +$2.45K ﹤0.01% 1227
2021
Q2 		– Sell
-200
Closed -$34K – 1174
2021
Q1 		$34K Buy
+200
New +$30.8K 0.01% 521

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Tradition Wealth Management's EXPE Position: Q1 2024 in Review

Tradition Wealth Management sold out of Expedia Group (EXPE) in Q1 2024, closing a stake of 20 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in EXPE in Q1 2021 and held it in 2 quarters. The position peaked at $34K in Q1 2021. 825 funds tracked by Wall St. Rank hold EXPE as of Q1 2024.

  • Tradition Wealth Management reported no remaining Expedia Group position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 20 Expedia Group shares in Q1 2024, an estimated $3K.
  • Tradition Wealth Management first reported a position in Expedia Group in Q1 2021 and held it in 2 quarters.
  • Tradition Wealth Management's Expedia Group position peaked at $34K in Q1 2021.
  • 825 funds tracked by Wall St. Rank held Expedia Group as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.