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WA
WFG Advisors’s
Expedia Group
EXPE
Stock Holding History
WFG Advisors’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
2017
Q2
$35K
Buy
234
+97
+71%
+$13.6K
0.01%
793
2017
Q1
$17K
Sell
137
-66
-33%
-$8.06K
﹤0.01%
920
2016
Q4
$23K
Hold
203
–
–
0.01%
898
2016
Q3
$24K
Sell
203
-55
-21%
-$6.22K
0.01%
901
2016
Q2
$27K
Sell
258
-460
-64%
-$50K
0.01%
847
2016
Q1
$77K
Buy
718
+581
+424%
+$62K
0.02%
544
2015
Q4
$17K
Hold
137
–
–
0.01%
930
2015
Q3
$16K
Hold
137
–
–
0.01%
959
2015
Q2
$15K
Hold
137
–
–
﹤0.01%
1060
2015
Q1
$13K
Sell
137
-364
-73%
-$32.3K
﹤0.01%
1119
2014
Q4
$43K
Buy
501
+21
+4%
+$1.78K
0.01%
935
2014
Q3
$42K
Hold
480
–
–
0.01%
991
2014
Q2
$38K
Buy
480
+21
+5%
+$1.53K
0.01%
1022
2014
Q1
$33K
Buy
459
+272
+145%
+$19.7K
0.01%
1062
2013
Q4
$13K
Buy
187
+50
+36%
+$2.94K
﹤0.01%
1495
2013
Q3
$7K
Hold
137
–
–
﹤0.01%
1631
2013
Q2
$8K
Buy
+137
New
+$8.12K
﹤0.01%
1528
Other funds holding EXPE
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
PCM
PAR Capital Management
Boston, Massachusetts
$3.44B AUM
28.5%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LPC
Lone Pine Capital
Greenwich, Connecticut
$12.5B AUM
54.4%
1-Year Est. Return
ACM
Altimeter Capital Management
Boston, Massachusetts
$5.7B AUM
36.74%
1-Year Est. Return
Jennison Associates
New York
$145B AUM
34.61%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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