BFEC
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Benjamin F. Edwards & Company’s Exponent EXPO Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$83K Buy
873
+361
+71% +$32.5K ﹤0.01% 1164
2024
Q1 		$42K Buy
512
+459
+866% +$38K ﹤0.01% 1350
2023
Q4 		$5K Buy
+53
New +$4.34K ﹤0.01% 1837
2023
Q1 		– Sell
-47
Closed -$5K – 1821
2022
Q4 		$5K Hold
47
– – ﹤0.01% 1566
2022
Q3 		$4K Hold
47
– – ﹤0.01% 1594
2022
Q2 		$4K Hold
47
– – ﹤0.01% 1581
2022
Q1 		$5K Hold
47
– – ﹤0.01% 1523
2021
Q4 		$5K Hold
47
– – ﹤0.01% 1524
2021
Q3 		$5K Hold
47
– – ﹤0.01% 1521
2021
Q2 		$4K Hold
47
– – ﹤0.01% 1544
2021
Q1 		$5K Hold
47
– – ﹤0.01% 1494
2020
Q4 		$4K Sell
47
-250
-84% -$19.9K ﹤0.01% 1444
2020
Q3 		$21K Hold
297
– – ﹤0.01% 1099
2020
Q2 		$24K Sell
297
-47
-14% -$3.38K ﹤0.01% 1068
2020
Q1 		$25K Hold
344
– – ﹤0.01% 1012
2019
Q4 		$24K Hold
344
– – ﹤0.01% 1173
2019
Q3 		$24K Buy
344
+47
+16% +$3.17K ﹤0.01% 1137
2019
Q2 		$17K Buy
297
+47
+19% +$2.68K ﹤0.01% 1247
2019
Q1 		$14K Hold
250
– – ﹤0.01% 1230
2018
Q4 		$13K Hold
250
– – ﹤0.01% 1208
2018
Q3 		$13K Sell
250
-3,000
-92% -$154K ﹤0.01% 1215
2018
Q2 		$157K Buy
3,250
+3,000
+1,200% +$138K 0.02% 567
2018
Q1 		$10K Hold
250
– – ﹤0.01% 1259
2017
Q4 		$9K Hold
250
– – ﹤0.01% 1228
2017
Q3 		$9K Hold
250
– – ﹤0.01% 1187
2017
Q2 		$7K Hold
250
– – ﹤0.01% 1178
2017
Q1 		$7K Buy
+250
New +$7.28K ﹤0.01% 1097

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Benjamin F. Edwards & Company's EXPO Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Exponent (EXPO) stake by 71% in Q2 2024, buying an estimated $32.5K and bringing the position to 873 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Benjamin F. Edwards & Company first reported a position in EXPO in Q1 2017 and has held it in 27 quarters since. The position peaked at $157K in Q2 2018. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

  • Benjamin F. Edwards & Company held 873 shares of Exponent worth $83K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 361 Exponent shares in Q2 2024, an estimated $32.5K.
  • Exponent made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1164 holding.
  • Benjamin F. Edwards & Company first reported a position in Exponent in Q1 2017 and has held it in 27 quarters since.
  • Benjamin F. Edwards & Company's Exponent position peaked at $157K in Q2 2018.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.