WestEnd Advisors’s Expensify EXFY Stock Holding History

WestEnd Advisors’s Portfolio EXFY Stock Details EXFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,005	Closed	-$2.48K	–	359
2023 Q4	$2.48K	Buy	+1,005	New	+$2.6K	﹤0.01%	81

Other funds holding EXFY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PVM

Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

WestEnd Advisors's EXFY Position: Q1 2024 in Review

WestEnd Advisors sold out of Expensify (EXFY) in Q1 2024, closing a stake of 1,005 shares — an estimated $2.48K sold.

WestEnd Advisors first reported a position in EXFY in Q4 2023 and held it in 1 quarter. The position peaked at $2.48K in Q4 2023. 88 funds tracked by Wall St. Rank hold EXFY as of Q1 2024.

WestEnd Advisors reported no remaining Expensify position as of Q1 2024 after selling out during the quarter.
WestEnd Advisors sold 1,005 Expensify shares in Q1 2024, an estimated $2.48K.
WestEnd Advisors first reported a position in Expensify in Q4 2023 and held it in 1 quarter.
WestEnd Advisors's Expensify position peaked at $2.48K in Q4 2023.
88 funds tracked by Wall St. Rank held Expensify as of Q1 2024.

Based on WestEnd Advisors's 13F filing for Q1 2024, filed 7 May 2024.