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Belpointe Asset Management’s Exponent EXPO Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-573
Closed -$57.1K – 1451
2023
Q1 		$57.1K Buy
573
+10
+2% +$1.02K ﹤0.01% 1622
2022
Q4 		$55.7K Buy
+563
New +$54.7K ﹤0.01% 1539

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
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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Belpointe Asset Management's EXPO Position: Q2 2023 in Review

Belpointe Asset Management sold out of Exponent (EXPO) in Q2 2023, closing a stake of 573 shares — an estimated $57.1K sold.

Belpointe Asset Management first reported a position in EXPO in Q4 2022 and held it in 2 quarters. The position peaked at $57.1K in Q1 2023. 356 funds tracked by Wall St. Rank hold EXPO as of Q2 2023.

  • Belpointe Asset Management reported no remaining Exponent position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 573 Exponent shares in Q2 2023, an estimated $57.1K.
  • Belpointe Asset Management first reported a position in Exponent in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Exponent position peaked at $57.1K in Q1 2023.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.