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Colonial Trust Advisors’s Exponent EXPO Stock Holding History

Colonial Trust 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
2024
Q2 		– Sell
-174
Closed -$14.4K – 855
2024
Q1 		$14.4K Buy
+174
New +$14.4K ﹤0.01% 530

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Colonial Trust Advisors's EXPO Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Exponent (EXPO) in Q2 2024, closing a stake of 174 shares — an estimated $14.4K sold.

Colonial Trust Advisors first reported a position in EXPO in Q1 2024 and held it in 1 quarter. The position peaked at $14.4K in Q1 2024. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Exponent position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 174 Exponent shares in Q2 2024, an estimated $14.4K.
  • Colonial Trust Advisors first reported a position in Exponent in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's Exponent position peaked at $14.4K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.