Commonwealth Equity Services
XPON icon

Commonwealth Equity Services’s Expion360 XPON Stock Holding History

Commonwealth Equity Services’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17
Closed -$65K – 4180
2024
Q1 		$65K Hold
17
– – ﹤0.01% 3856
2023
Q4 		$112K Buy
+17
New +$94.6K ﹤0.01% 3652

Other funds holding XPON

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWM
Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services's XPON Position: Q2 2024 in Review

Commonwealth Equity Services sold out of Expion360 (XPON) in Q2 2024, closing a stake of 17 shares — an estimated $65K sold.

Commonwealth Equity Services first reported a position in XPON in Q4 2023 and held it in 2 quarters. The position peaked at $112K in Q4 2023. 8 funds tracked by Wall St. Rank hold XPON as of Q2 2024.

  • Commonwealth Equity Services reported no remaining Expion360 position as of Q2 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 17 Expion360 shares in Q2 2024, an estimated $65K.
  • Commonwealth Equity Services first reported a position in Expion360 in Q4 2023 and held it in 2 quarters.
  • Commonwealth Equity Services's Expion360 position peaked at $112K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Expion360 as of Q2 2024.

Based on Commonwealth Equity Services's 13F filing for Q2 2024, filed 31 Jul 2024.