Axxcess Wealth Management’s Exponent EXPO Stock Holding History

Axxcess 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	-2,258	Closed	-$201K	–	875
2024 Q4	$201K	Sell	2,258 -20	-0.9%	-$2.02K	﹤0.01%	819
2024 Q3	$263K	Sell	2,278 -101	-4%	-$10.6K	0.01%	736
2024 Q2	$226K	Buy	+2,379	New	+$215K	0.01%	748
2024 Q1	–	Sell	-2,847	Closed	-$251K	–	887
2023 Q4	$251K	Sell	2,847 -118	-4%	-$9.67K	0.01%	709
2023 Q3	$254K	Buy	2,965 +333	+13%	+$30.1K	0.01%	644
2023 Q2	$246K	Sell	2,632 -138	-5%	-$13K	0.02%	510
2023 Q1	$276K	Hold	2,770	–	–	0.02%	501
2022 Q4	$274K	Buy	2,770 +358	+15%	+$34.8K	0.02%	469
2022 Q3	$211K	Buy	+2,412	New	+$229K	0.02%	487
2022 Q2	–	Sell	-2,039	Closed	-$220K	–	579
2022 Q1	$220K	Sell	2,039 -133	-6%	-$12.8K	0.02%	554
2021 Q4	$254K	Buy	+2,172	New	+$255K	0.02%	530

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

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

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

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

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

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

Axxcess Wealth Management sold out of Exponent (EXPO) in Q1 2025, closing a stake of 2,258 shares — an estimated $201K sold.

Axxcess Wealth Management first reported a position in EXPO in Q4 2021 and held it in 11 quarters. The position peaked at $276K in Q1 2023. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

Axxcess Wealth Management reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 2,258 Exponent shares in Q1 2025, an estimated $201K.
Axxcess Wealth Management first reported a position in Exponent in Q4 2021 and held it in 11 quarters.
Axxcess Wealth Management's Exponent position peaked at $276K in Q1 2023.
393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.