EWM
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Executive Wealth Management’s Exponent EXPO Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-443
Closed -$26K – 348
2019
Q2 		$26K Buy
443
+1
+0.2% +$57 ﹤0.01% 425
2019
Q1 		$26K Hold
442
– – ﹤0.01% 382
2018
Q4 		$22K Buy
+442
New +$22.2K ﹤0.01% 412

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Executive Wealth Management's EXPO Position: Q3 2019 in Review

Executive Wealth Management sold out of Exponent (EXPO) in Q3 2019, closing a stake of 443 shares — an estimated $26K sold.

Executive Wealth Management first reported a position in EXPO in Q4 2018 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 275 funds tracked by Wall St. Rank hold EXPO as of Q3 2019.

  • Executive Wealth Management reported no remaining Exponent position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 443 Exponent shares in Q3 2019, an estimated $26K.
  • Executive Wealth Management first reported a position in Exponent in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Exponent position peaked at $26K in Q2 2019.
  • 275 funds tracked by Wall St. Rank held Exponent as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.