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WESPAC Advisors SoCal’s Expedia Group EXPE Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-450
Closed -$53K – 160
2019
Q1 		$53K Hold
450
– – 0.03% 114
2018
Q4 		$50K Hold
450
– – 0.03% 120
2018
Q3 		$58K Buy
+450
New +$58.4K 0.03% 123
2018
Q2 		– Sell
-450
Closed -$49K – 141
2018
Q1 		$49K Hold
450
– – 0.03% 116
2017
Q4 		$53K Hold
450
– – 0.03% 116
2017
Q3 		$64K Hold
450
– – 0.04% 119
2017
Q2 		$67K Hold
450
– – 0.04% 112
2017
Q1 		$56.8K Hold
450
– – 0.04% 113
2016
Q4 		$51K Hold
450
– – 0.03% 118
2016
Q3 		$52.5K Hold
450
– – 0.04% 113
2016
Q2 		$47.8K Sell
450
-300
-40% -$32.6K 0.03% 121
2016
Q1 		$80.9K Sell
750
-150
-17% -$16K 0.06% 98
2015
Q4 		$111K Buy
+900
New +$114K 0.07% 99

Other funds holding EXPE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Altimeter Capital Management Boston, Massachusetts $5.7B AUM 36.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return