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Harvest Group Wealth Management’s Exponent EXPO Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-30
Closed -$3K – 248
2020
Q4 		$3K Hold
30
– – ﹤0.01% 295
2020
Q3 		$2K Hold
30
– – ﹤0.01% 337
2020
Q2 		$2K Hold
30
– – ﹤0.01% 300
2020
Q1 		$2K Hold
30
– – ﹤0.01% 310
2019
Q4 		$2K Hold
30
– – ﹤0.01% 603
2019
Q3 		$2K Hold
30
– – ﹤0.01% 682
2019
Q2 		$1K Hold
30
– – ﹤0.01% 708
2019
Q1 		$2K Buy
+30
New +$1.62K ﹤0.01% 611

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Harvest Group Wealth Management's EXPO Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Exponent (EXPO) in Q1 2021, closing a stake of 30 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in EXPO in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q4 2020. 314 funds tracked by Wall St. Rank hold EXPO as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Exponent position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 30 Exponent shares in Q1 2021, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Exponent in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Exponent position peaked at $3K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Exponent as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.