VAG
EXE

VisionPoint Advisory Group’s Expand Energy Corp EXE Stock Holding History

VisionPoint Advisory Group’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
-27
Closed -$2.4K – 889
2024
Q1 		$2.4K Hold
27
– – ﹤0.01% 649
2023
Q4 		$2.08K Buy
+27
New +$2.22K ﹤0.01% 626

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

VisionPoint Advisory Group's EXE Position: Q2 2024 in Review

VisionPoint Advisory Group sold out of Expand Energy Corp (EXE) in Q2 2024, closing a stake of 27 shares — an estimated $2.4K sold.

VisionPoint Advisory Group first reported a position in EXE in Q4 2023 and held it in 2 quarters. The position peaked at $2.4K in Q1 2024. 470 funds tracked by Wall St. Rank hold EXE as of Q2 2024.

  • VisionPoint Advisory Group reported no remaining Expand Energy Corp position as of Q2 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 27 Expand Energy Corp shares in Q2 2024, an estimated $2.4K.
  • VisionPoint Advisory Group first reported a position in Expand Energy Corp in Q4 2023 and held it in 2 quarters.
  • VisionPoint Advisory Group's Expand Energy Corp position peaked at $2.4K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2024.

Based on VisionPoint Advisory Group's 13F filing for Q2 2024, filed 1 Aug 2024.