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Alliance Wealth Advisors (Utah)’s Exponent EXPO Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024
Q1 		– Sell
-4,896
Closed -$431K – 236
2023
Q4 		$431K Buy
4,896
+253
+5% +$20.7K 0.14% 152
2023
Q3 		$397K Buy
4,643
+510
+12% +$46.1K 0.15% 144
2023
Q2 		$386K Buy
4,133
+477
+13% +$44.9K 0.14% 149
2023
Q1 		$364K Buy
3,656
+320
+10% +$32.6K 0.15% 148
2022
Q4 		$331K Buy
+3,336
New +$324K 0.15% 151

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s EXPO Position: Q1 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Exponent (EXPO) in Q1 2024, closing a stake of 4,896 shares — an estimated $431K sold.

Alliance Wealth Advisors (Utah) first reported a position in EXPO in Q4 2022 and held it in 5 quarters. The position peaked at $431K in Q4 2023. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 4,896 Exponent shares in Q1 2024, an estimated $431K.
  • Alliance Wealth Advisors (Utah) first reported a position in Exponent in Q4 2022 and held it in 5 quarters.
  • Alliance Wealth Advisors (Utah)'s Exponent position peaked at $431K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2024, filed 13 May 2024.