Avantax Planning Partners’s Exponent EXPO Stock Holding History

Avantax Planning 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
2018 Q2	–	Sell	-28	Closed	-$1K	–	618
2018 Q1	$1K	Buy	+28	New	+$1.06K	﹤0.01%	1699

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

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Avantax Planning Partners's EXPO Position: Q2 2018 in Review

Avantax Planning Partners sold out of Exponent (EXPO) in Q2 2018, closing a stake of 28 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in EXPO in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 215 funds tracked by Wall St. Rank hold EXPO as of Q2 2018.

Avantax Planning Partners reported no remaining Exponent position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 28 Exponent shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Exponent in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Exponent position peaked at $1K in Q1 2018.
215 funds tracked by Wall St. Rank held Exponent as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.