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Clarus Wealth Advisors’s Exponent EXPO Stock Holding History

Clarus 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
2019
Q4 		– Sell
-3,805
Closed -$266K – 148
2019
Q3 		$266K Sell
3,805
-217
-5% -$14.6K 0.19% 110
2019
Q2 		$235K Buy
4,022
+194
+5% +$11K 0.17% 97
2019
Q1 		$221K Buy
+3,828
New +$207K 0.17% 84

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Clarus Wealth Advisors's EXPO Position: Q4 2019 in Review

Clarus Wealth Advisors sold out of Exponent (EXPO) in Q4 2019, closing a stake of 3,805 shares — an estimated $266K sold.

Clarus Wealth Advisors first reported a position in EXPO in Q1 2019 and held it in 3 quarters. The position peaked at $266K in Q3 2019. 271 funds tracked by Wall St. Rank hold EXPO as of Q4 2019.

  • Clarus Wealth Advisors reported no remaining Exponent position as of Q4 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 3,805 Exponent shares in Q4 2019, an estimated $266K.
  • Clarus Wealth Advisors first reported a position in Exponent in Q1 2019 and held it in 3 quarters.
  • Clarus Wealth Advisors's Exponent position peaked at $266K in Q3 2019.
  • 271 funds tracked by Wall St. Rank held Exponent as of Q4 2019.

Based on Clarus Wealth Advisors's 13F filing for Q4 2019, filed 10 Jan 2020.