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BDO Wealth Advisors’s Exponent EXPO Stock Holding History

BDO 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
2020
Q4 		– Sell
-22
Closed -$2K – 947
2020
Q3 		$2K Buy
+22
New +$1.75K ﹤0.01% 683
2019
Q4 		– Sell
-50
Closed -$3K – 599
2019
Q3 		$3K Buy
+50
New +$3.38K ﹤0.01% 573

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

BDO Wealth Advisors's EXPO Position: Q4 2020 in Review

BDO Wealth Advisors sold out of Exponent (EXPO) in Q4 2020, closing a stake of 22 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in EXPO in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 305 funds tracked by Wall St. Rank hold EXPO as of Q4 2020.

  • BDO Wealth Advisors reported no remaining Exponent position as of Q4 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 22 Exponent shares in Q4 2020, an estimated $2K.
  • BDO Wealth Advisors first reported a position in Exponent in Q3 2019 and held it in 2 quarters.
  • BDO Wealth Advisors's Exponent position peaked at $3K in Q3 2019.
  • 305 funds tracked by Wall St. Rank held Exponent as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.