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Advisor Partners’s Exponent EXPO Stock Holding History

Advisor Partners’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
2022
Q2 		$256K Buy
2,801
+792
+39% +$74.6K 0.02% 692
2022
Q1 		$217K Sell
2,009
-873
-30% -$84.2K 0.01% 795
2021
Q4 		$337K Buy
2,882
+905
+46% +$106K 0.02% 633
2021
Q3 		$224K Buy
+1,977
New +$213K 0.02% 729

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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 $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Advisor Partners's EXPO Position: Q2 2022 in Review

Advisor Partners increased its Exponent (EXPO) stake by 39% in Q2 2022, buying an estimated $74.6K and bringing the position to 2,801 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #692.

Advisor Partners first reported a position in EXPO in Q3 2021 and has held it in 4 quarters since. The position peaked at $337K in Q4 2021. 348 funds tracked by Wall St. Rank hold EXPO as of Q2 2022.

  • Advisor Partners held 2,801 shares of Exponent worth $256K as of Q2 2022.
  • Advisor Partners bought 792 Exponent shares in Q2 2022, an estimated $74.6K.
  • Exponent made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #692 holding.
  • Advisor Partners first reported a position in Exponent in Q3 2021 and has held it in 4 quarters since.
  • Advisor Partners's Exponent position peaked at $337K in Q4 2021.
  • 348 funds tracked by Wall St. Rank held Exponent as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.