FAG
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Fortitude Advisory Group’s Exponent EXPO Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-737
Closed -$80K – 556
2022
Q1 		$80K Hold
737
– – 0.04% 397
2021
Q4 		$86K Buy
+737
New +$86.6K 0.04% 384

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Fortitude Advisory Group's EXPO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Exponent (EXPO) in Q2 2022, closing a stake of 737 shares — an estimated $80K sold.

Fortitude Advisory Group first reported a position in EXPO in Q4 2021 and held it in 2 quarters. The position peaked at $86K in Q4 2021. 349 funds tracked by Wall St. Rank hold EXPO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Exponent position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 737 Exponent shares in Q2 2022, an estimated $80K.
  • Fortitude Advisory Group first reported a position in Exponent in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Exponent position peaked at $86K in Q4 2021.
  • 349 funds tracked by Wall St. Rank held Exponent as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.