Graves Light Lenhart Wealth’s Exponent EXPO Stock Holding History

Graves Light Lenhart 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
2022 Q2	–	Sell	-1,001	Closed	-$108K	–	639
2022 Q1	$108K	Buy	1,001 +487	+95%	+$47K	0.02%	252
2021 Q4	$60K	Hold	514	–	–	0.01%	377
2021 Q3	$58K	Hold	514	–	–	0.01%	351
2021 Q2	$46K	Hold	514	–	–	0.01%	392
2021 Q1	$50K	Hold	514	–	–	0.01%	385
2020 Q4	$46K	Buy	+514	New	+$41K	0.01%	379

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

GCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Graves Light Lenhart Wealth's EXPO Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Exponent (EXPO) in Q2 2022, closing a stake of 1,001 shares — an estimated $108K sold.

Graves Light Lenhart Wealth first reported a position in EXPO in Q4 2020 and held it in 6 quarters. The position peaked at $108K in Q1 2022. 349 funds tracked by Wall St. Rank hold EXPO as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining Exponent position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 1,001 Exponent shares in Q2 2022, an estimated $108K.
Graves Light Lenhart Wealth first reported a position in Exponent in Q4 2020 and held it in 6 quarters.
Graves Light Lenhart Wealth's Exponent position peaked at $108K in Q1 2022.
349 funds tracked by Wall St. Rank held Exponent as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.