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Financial Advocates Investment Management’s Exponent EXPO Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-3,523
Closed -$243K – 794
2022
Q3 		$243K Buy
+3,523
New +$334K 0.02% 613

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
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 $150B AUM 40.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Advocates Investment Management's EXPO Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Exponent (EXPO) in Q4 2022, closing a stake of 3,523 shares — an estimated $243K sold.

Financial Advocates Investment Management first reported a position in EXPO in Q3 2022 and held it in 1 quarter. The position peaked at $243K in Q3 2022. 351 funds tracked by Wall St. Rank hold EXPO as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Exponent position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,523 Exponent shares in Q4 2022, an estimated $243K.
  • Financial Advocates Investment Management first reported a position in Exponent in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Exponent position peaked at $243K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held Exponent as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.