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Fiduciary Alliance’s Exponent EXPO Stock Holding History

Fiduciary Alliance’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
-36
Closed -$3.36K – 429
2023
Q2 		$3.36K Buy
+36
New +$3.39K ﹤0.01% 741
2023
Q1 		– Sell
-36
Closed -$3.57K – 378
2022
Q4 		$3.57K Buy
+36
New +$3.5K ﹤0.01% 597

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

Fiduciary Alliance's EXPO Position: Q3 2023 in Review

Fiduciary Alliance sold out of Exponent (EXPO) in Q3 2023, closing a stake of 36 shares — an estimated $3.36K sold.

Fiduciary Alliance first reported a position in EXPO in Q4 2022 and held it in 2 quarters. The position peaked at $3.57K in Q4 2022. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

  • Fiduciary Alliance reported no remaining Exponent position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 36 Exponent shares in Q3 2023, an estimated $3.36K.
  • Fiduciary Alliance first reported a position in Exponent in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Exponent position peaked at $3.57K in Q4 2022.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.