BRWA
EXPO icon

B. Riley Wealth Advisors’s Exponent EXPO Stock Holding History

B. Riley Wealth Advisors’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
2019
Q4 		– Sell
-5,311
Closed -$372K – 862
2019
Q3 		$372K Buy
5,311
+820
+18% +$55.3K 0.04% 513
2019
Q2 		$263K Buy
+4,491
New +$256K 0.03% 619
2015
Q1 		– Sell
-3,628
Closed -$75 – 1027
2014
Q4 		$75 Buy
+3,628
New +$70.4K ﹤0.01% 1871
2014
Q3 		– Sell
-3,628
Closed -$67.2K – 1047
2014
Q2 		$67.2K Buy
+3,628
New +$64.8K 0.02% 891

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

B. Riley Wealth Advisors's EXPO Position: Q4 2019 in Review

B. Riley Wealth Advisors sold out of Exponent (EXPO) in Q4 2019, closing a stake of 5,311 shares — an estimated $372K sold.

B. Riley Wealth Advisors first reported a position in EXPO in Q2 2014 and held it in 4 quarters. The position peaked at $372K in Q3 2019. 271 funds tracked by Wall St. Rank hold EXPO as of Q4 2019.

  • B. Riley Wealth Advisors reported no remaining Exponent position as of Q4 2019 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,311 Exponent shares in Q4 2019, an estimated $372K.
  • B. Riley Wealth Advisors first reported a position in Exponent in Q2 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Exponent position peaked at $372K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held Exponent as of Q4 2019.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.