Wipfli Financial Advisors’s Expand Energy Corp EXE Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$4K	Buy	+46	New	+$4.32K	﹤0.01%	2171

Other funds holding EXE

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wipfli Financial Advisors's EXE Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Expand Energy Corp (EXE) in Q3 2022: 46 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2171 among its holdings.

436 funds tracked by Wall St. Rank hold EXE as of Q3 2022.

Wipfli Financial Advisors held 46 shares of Expand Energy Corp worth $4K as of Q3 2022.
Expand Energy Corp was a new Wipfli Financial Advisors position in Q3 2022.
Expand Energy Corp made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2171 holding.
436 funds tracked by Wall St. Rank held Expand Energy Corp as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.