Cetera Advisor Networks’s Exponent EXPO Stock Holding History

Cetera Advisor Networks’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 Q1	$397K	Sell	4,800 -1,017	-17%	-$84.1K	﹤0.01%	2081
2023 Q4	$512K	Sell	5,817 -1,090	-16%	-$89.3K	﹤0.01%	1859
2023 Q3	$591K	Buy	6,907 +2,827	+69%	+$256K	﹤0.01%	1660
2023 Q2	$381K	Buy	4,080 +152	+4%	+$14.3K	﹤0.01%	1916
2023 Q1	$392K	Sell	3,928 -201	-5%	-$20.5K	﹤0.01%	1861
2022 Q4	$409K	Buy	+4,129	New	+$401K	﹤0.01%	1789
2020 Q3	–	Sell	-229	Closed	-$19K	–	1780
2020 Q2	$19K	Buy	+229	New	+$16.5K	﹤0.01%	2412

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $150B AUM 40.08% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Cetera Advisor Networks's EXPO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Exponent (EXPO) stake by 17% in Q1 2024, selling an estimated $84.1K and leaving 4,800 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Cetera Advisor Networks first reported a position in EXPO in Q2 2020 and has held it in 7 quarters since. The position peaked at $591K in Q3 2023. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

Cetera Advisor Networks held 4,800 shares of Exponent worth $397K as of Q1 2024.
Cetera Advisor Networks sold 1,017 Exponent shares in Q1 2024, an estimated $84.1K.
Exponent made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2081 holding.
Cetera Advisor Networks first reported a position in Exponent in Q2 2020 and has held it in 7 quarters since.
Cetera Advisor Networks's Exponent position peaked at $591K in Q3 2023.
329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.