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Coppell Advisory Solutions’s Exponent EXPO Stock Holding History

Coppell Advisory Solutions’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
2023
Q3 		– Sell
-11
Closed -$1.02K – 1304
2023
Q2 		$1.02K Buy
+11
New +$1.03K ﹤0.01% 1141

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
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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Coppell Advisory Solutions's EXPO Position: Q3 2023 in Review

Coppell Advisory Solutions sold out of Exponent (EXPO) in Q3 2023, closing a stake of 11 shares — an estimated $1.02K sold.

Coppell Advisory Solutions first reported a position in EXPO in Q2 2023 and held it in 1 quarter. The position peaked at $1.02K in Q2 2023. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining Exponent position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 11 Exponent shares in Q3 2023, an estimated $1.02K.
  • Coppell Advisory Solutions first reported a position in Exponent in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's Exponent position peaked at $1.02K in Q2 2023.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

Based on Coppell Advisory Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.