Archer Investment Corporation’s Exponent EXPO Stock Holding History

Archer Investment Corporation’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	-588	Closed	-$51.8K	–	1060
2023 Q4	$51.8K	Hold	588	–	–	0.02%	393
2023 Q3	$50.3K	Hold	588	–	–	0.02%	385
2023 Q2	$54.9K	Hold	588	–	–	0.02%	367
2023 Q1	$59.9K	Hold	588	–	–	0.02%	355
2022 Q4	$58.3K	Hold	588	–	–	0.02%	336
2022 Q3	$51.5K	Hold	588	–	–	0.02%	333
2022 Q2	$53.8K	Hold	588	–	–	0.02%	327
2022 Q1	$63.5K	Sell	588 -450	-43%	-$43.4K	0.02%	324
2021 Q4	$121K	Hold	1,038	–	–	0.04%	254
2021 Q3	$117K	Hold	1,038	–	–	0.04%	247
2021 Q2	$92.6K	Hold	1,038	–	–	0.04%	248
2021 Q1	$101K	Buy	1,038 +358	+53%	+$33.6K	0.04%	239
2020 Q4	$61.2K	Hold	680	–	–	0.03%	261
2020 Q3	$49K	Hold	680	–	–	0.03%	262
2020 Q2	$55K	Hold	680	–	–	0.03%	237
2020 Q1	$49K	Buy	680 +200	+42%	+$14.5K	0.03%	235
2019 Q4	$33K	Buy	+480	New	+$31.7K	0.02%	316

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Archer Investment Corporation's EXPO Position: Q1 2024 in Review

Archer Investment Corporation sold out of Exponent (EXPO) in Q1 2024, closing a stake of 588 shares — an estimated $51.8K sold.

Archer Investment Corporation first reported a position in EXPO in Q4 2019 and held it in 17 quarters. The position peaked at $121K in Q4 2021. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

Archer Investment Corporation reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
Archer Investment Corporation sold 588 Exponent shares in Q1 2024, an estimated $51.8K.
Archer Investment Corporation first reported a position in Exponent in Q4 2019 and held it in 17 quarters.
Archer Investment Corporation's Exponent position peaked at $121K in Q4 2021.
329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Archer Investment Corporation's 13F filing for Q1 2024, filed 9 May 2024.