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CSat Investment Advisory’s Exponent EXPO Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-222
Closed -$16K – 670
2020
Q3 		$16K Buy
222
+27
+14% +$2.15K ﹤0.01% 925
2020
Q2 		$16K Buy
+195
New +$14K ﹤0.01% 902

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.6B AUM 16.08% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CSat Investment Advisory's EXPO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Exponent (EXPO) in Q4 2020, closing a stake of 222 shares — an estimated $16K sold.

CSat Investment Advisory first reported a position in EXPO in Q2 2020 and held it in 2 quarters. The position peaked at $16K in Q3 2020. 305 funds tracked by Wall St. Rank hold EXPO as of Q4 2020.

  • CSat Investment Advisory reported no remaining Exponent position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 222 Exponent shares in Q4 2020, an estimated $16K.
  • CSat Investment Advisory first reported a position in Exponent in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Exponent position peaked at $16K in Q3 2020.
  • 305 funds tracked by Wall St. Rank held Exponent as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.