CFA
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Camarda Financial Advisors’s Exponent EXPO Stock Holding History

Camarda Financial 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
Q3 		– Sell
-70
Closed -$4K – 181
2019
Q2 		$4K Hold
70
– – 0.01% 221
2019
Q1 		$4K Buy
+70
New +$3.78K 0.01% 245

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Camarda Financial Advisors's EXPO Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Exponent (EXPO) in Q3 2019, closing a stake of 70 shares — an estimated $4K sold.

Camarda Financial Advisors first reported a position in EXPO in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 275 funds tracked by Wall St. Rank hold EXPO as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Exponent position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 70 Exponent shares in Q3 2019, an estimated $4K.
  • Camarda Financial Advisors first reported a position in Exponent in Q1 2019 and held it in 2 quarters.
  • Camarda Financial Advisors's Exponent position peaked at $4K in Q2 2019.
  • 275 funds tracked by Wall St. Rank held Exponent as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.