AWM
EXPO icon

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 $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