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Advisor Group’s Exponent EXPO Stock Holding History

Advisor Group’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$428K Buy
6,193
+367
+6% +$24.2K ﹤0.01% 1785
2019
Q3 		$407K Sell
5,826
-202
-3% -$13.6K ﹤0.01% 1762
2019
Q2 		$353K Sell
6,028
-11,624
-66% -$662K ﹤0.01% 1864
2019
Q1 		$1.02M Buy
17,652
+10,505
+147% +$567K 0.01% 1072
2018
Q4 		$362K Buy
7,147
+912
+15% +$45.7K ﹤0.01% 1637
2018
Q3 		$334K Buy
6,235
+723
+13% +$37K ﹤0.01% 1781
2018
Q2 		$267K Sell
5,512
-174
-3% -$7.98K ﹤0.01% 1763
2018
Q1 		$224K Sell
5,686
-350
-6% -$13.2K ﹤0.01% 1887
2017
Q4 		$215K Buy
6,036
+1,342
+29% +$49.3K ﹤0.01% 1940
2017
Q3 		$173K Buy
4,694
+432
+10% +$14.3K ﹤0.01% 1960
2017
Q2 		$124K Buy
4,262
+568
+15% +$17K ﹤0.01% 2128
2017
Q1 		$109K Buy
3,694
+50
+1% +$1.46K ﹤0.01% 2094
2016
Q4 		$110K Sell
3,644
-46
-1% -$1.33K ﹤0.01% 1999
2016
Q3 		$94K Sell
3,690
-88
-2% -$2.29K ﹤0.01% 2047
2016
Q2 		$107K Buy
+3,778
New +$98.3K ﹤0.01% 1885

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Advisor Group's EXPO Position: Q4 2019 in Review

Advisor Group increased its Exponent (EXPO) stake by 6.3% in Q4 2019, buying an estimated $24.2K and bringing the position to 6,193 shares worth $428K. The position accounts for ﹤0.01% of the portfolio, ranked #1785.

Advisor Group first reported a position in EXPO in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.02M in Q1 2019. 271 funds tracked by Wall St. Rank hold EXPO as of Q4 2019.

  • Advisor Group held 6,193 shares of Exponent worth $428K as of Q4 2019.
  • Advisor Group bought 367 Exponent shares in Q4 2019, an estimated $24.2K.
  • Exponent made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1785 holding.
  • Advisor Group first reported a position in Exponent in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Exponent position peaked at $1.02M in Q1 2019.
  • 271 funds tracked by Wall St. Rank held Exponent as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.