YorkBridge Wealth Partners’s Expand Energy Corp EXE Stock Holding History

YorkBridge Wealth Partners’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 Q4	$583K	Buy	6,181 +1,509	+32%	+$150K	0.15%	117
2022 Q3	$440K	Buy	4,672 +292	+7%	+$27.4K	0.11%	128
2022 Q2	$355K	Buy	+4,380	New	+$396K	0.09%	167

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

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

CSA

Cottage Street Advisors Marion, Massachusetts $259M AUM 31.6% 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

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

YorkBridge Wealth Partners's EXE Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Expand Energy Corp (EXE) stake by 32% in Q4 2022, buying an estimated $150K and bringing the position to 6,181 shares worth $583K. The position accounts for 0.15% of the portfolio, ranked #117.

YorkBridge Wealth Partners first reported a position in EXE in Q2 2022 and has held it in 3 quarters since. 491 funds tracked by Wall St. Rank hold EXE as of Q4 2022.

YorkBridge Wealth Partners held 6,181 shares of Expand Energy Corp worth $583K as of Q4 2022.
YorkBridge Wealth Partners bought 1,509 Expand Energy Corp shares in Q4 2022, an estimated $150K.
Expand Energy Corp made up 0.15% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #117 holding.
YorkBridge Wealth Partners first reported a position in Expand Energy Corp in Q2 2022 and has held it in 3 quarters since.
491 funds tracked by Wall St. Rank held Expand Energy Corp as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.