Evoke Wealth’s Exponent EXPO Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-240	Closed	-$16.6K	–	1210
2019 Q4	$16.6K	Hold	240	–	–	﹤0.01%	633
2019 Q3	$16.8K	Buy	+240	New	+$16.2K	﹤0.01%	700

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Evoke Wealth's EXPO Position: Q1 2020 in Review

Evoke Wealth sold out of Exponent (EXPO) in Q1 2020, closing a stake of 240 shares — an estimated $16.6K sold.

Evoke Wealth first reported a position in EXPO in Q3 2019 and held it in 2 quarters. The position peaked at $16.8K in Q3 2019. 274 funds tracked by Wall St. Rank hold EXPO as of Q1 2020.

Evoke Wealth reported no remaining Exponent position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 240 Exponent shares in Q1 2020, an estimated $16.6K.
Evoke Wealth first reported a position in Exponent in Q3 2019 and held it in 2 quarters.
Evoke Wealth's Exponent position peaked at $16.8K in Q3 2019.
274 funds tracked by Wall St. Rank held Exponent as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.