AWM
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Avitas Wealth Management’s Exponent EXPO Stock Holding History

Avitas 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
2020
Q1 		– Sell
-14,867
Closed -$1.03M – 143
2019
Q4 		$1.03M Sell
14,867
-31
-0.2% -$2.05K 0.26% 108
2019
Q3 		$1.04M Buy
14,898
+3,924
+36% +$265K 0.29% 102
2019
Q2 		$642K Sell
10,974
-279
-2% -$15.9K 0.18% 128
2019
Q1 		$650K Sell
11,253
-699
-6% -$37.8K 0.19% 122
2018
Q4 		$606K Buy
+11,952
New +$600K 0.2% 120

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
Neuberger Berman Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Avitas Wealth Management's EXPO Position: Q1 2020 in Review

Avitas Wealth Management sold out of Exponent (EXPO) in Q1 2020, closing a stake of 14,867 shares — an estimated $1.03M sold.

Avitas Wealth Management first reported a position in EXPO in Q4 2018 and held it in 5 quarters. The position peaked at $1.04M in Q3 2019. 274 funds tracked by Wall St. Rank hold EXPO as of Q1 2020.

  • Avitas Wealth Management reported no remaining Exponent position as of Q1 2020 after selling out during the quarter.
  • Avitas Wealth Management sold 14,867 Exponent shares in Q1 2020, an estimated $1.03M.
  • Avitas Wealth Management first reported a position in Exponent in Q4 2018 and held it in 5 quarters.
  • Avitas Wealth Management's Exponent position peaked at $1.04M in Q3 2019.
  • 274 funds tracked by Wall St. Rank held Exponent as of Q1 2020.

Based on Avitas Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.