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Apriem Advisors’s Exponent EXPO Stock Holding History

Apriem Advisors’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
2025
Q1 		– Sell
-2,313
Closed -$206K – 184
2024
Q4 		$206K Sell
2,313
-200
-8% -$20.1K 0.02% 179
2024
Q3 		$290K Hold
2,513
– – 0.03% 136
2024
Q2 		$239K Hold
2,513
– – 0.03% 156
2024
Q1 		$208K Hold
2,513
– – 0.03% 163
2023
Q4 		$221K Hold
2,513
– – 0.03% 141
2023
Q3 		$215K Hold
2,513
– – 0.03% 131
2023
Q2 		$235K Sell
2,513
-100
-4% -$9.4K 0.04% 129
2023
Q1 		$260K Hold
2,613
– – 0.04% 124
2022
Q4 		$259K Buy
+2,613
New +$254K 0.04% 122
2017
Q1 		– Sell
-140
Closed -$4K – 684
2016
Q4 		$4K Hold
140
– – ﹤0.01% 531
2016
Q3 		$4K Buy
+140
New +$3.65K ﹤0.01% 482

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Apriem Advisors's EXPO Position: Q1 2025 in Review

Apriem Advisors sold out of Exponent (EXPO) in Q1 2025, closing a stake of 2,313 shares — an estimated $206K sold.

Apriem Advisors first reported a position in EXPO in Q3 2016 and held it in 11 quarters. The position peaked at $290K in Q3 2024. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

  • Apriem Advisors reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
  • Apriem Advisors sold 2,313 Exponent shares in Q1 2025, an estimated $206K.
  • Apriem Advisors first reported a position in Exponent in Q3 2016 and held it in 11 quarters.
  • Apriem Advisors's Exponent position peaked at $290K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on Apriem Advisors's 13F filing for Q1 2025, filed 15 May 2025.