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Crewe Advisors’s Exponent EXPO Stock Holding History

Crewe 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
Q3 		– Sell
-212
Closed -$20.2K – 807
2024
Q2 		$20.2K Buy
212
+148
+231% +$13.3K ﹤0.01% 552
2024
Q1 		$5.29K Sell
64
-27
-30% -$2.23K ﹤0.01% 717
2023
Q4 		$8.04K Buy
+91
New +$7.46K ﹤0.01% 222
2022
Q4 		– Sell
-34
Closed -$3K – 1107
2022
Q3 		$3K Hold
34
– – ﹤0.01% 958
2022
Q2 		$3K Buy
+34
New +$3.2K ﹤0.01% 888

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

Crewe Advisors's EXPO Position: Q3 2024 in Review

Crewe Advisors sold out of Exponent (EXPO) in Q3 2024, closing a stake of 212 shares — an estimated $20.2K sold.

Crewe Advisors first reported a position in EXPO in Q2 2022 and held it in 5 quarters. The position peaked at $20.2K in Q2 2024. 373 funds tracked by Wall St. Rank hold EXPO as of Q3 2024.

  • Crewe Advisors reported no remaining Exponent position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 212 Exponent shares in Q3 2024, an estimated $20.2K.
  • Crewe Advisors first reported a position in Exponent in Q2 2022 and held it in 5 quarters.
  • Crewe Advisors's Exponent position peaked at $20.2K in Q2 2024.
  • 373 funds tracked by Wall St. Rank held Exponent as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.