AWM
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Avior Wealth Management’s Exponent EXPO Stock Holding History

Avior Wealth Management’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
-5
Closed -$445 – 1259
2024
Q4 		$445 Hold
5
– – ﹤0.01% 2301
2024
Q3 		$576 Hold
5
– – ﹤0.01% 2152
2024
Q2 		$475 Sell
5
-430
-99% -$38.8K ﹤0.01% 2127
2024
Q1 		$36K Buy
+435
New +$36K ﹤0.01% 1361
2016
Q3 		– Sell
-1,200
Closed -$35K – 473
2016
Q2 		$35K Hold
1,200
– – 0.01% 228
2016
Q1 		$31K Hold
1,200
– – 0.01% 240
2015
Q4 		$30K Hold
1,200
– – 0.02% 212
2015
Q3 		$27K Hold
1,200
– – 0.02% 208
2015
Q2 		$27K Hold
1,200
– – 0.02% 186
2015
Q1 		$27K Buy
+1,200
New +$25.7K 0.02% 182

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Avior Wealth Management's EXPO Position: Q1 2025 in Review

Avior Wealth Management sold out of Exponent (EXPO) in Q1 2025, closing a stake of 5 shares — an estimated $445 sold.

Avior Wealth Management first reported a position in EXPO in Q1 2015 and held it in 10 quarters. The position peaked at $36K in Q1 2024. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

  • Avior Wealth Management reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 5 Exponent shares in Q1 2025, an estimated $445.
  • Avior Wealth Management first reported a position in Exponent in Q1 2015 and held it in 10 quarters.
  • Avior Wealth Management's Exponent position peaked at $36K in Q1 2024.
  • 393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.