HWMA
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Heritage Wealth Management (Arizona)’s Exponent EXPO Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$288K Sell
3,023
-391
-11% -$35.3K 0.16% 119
2024
Q1 		$282K Sell
3,414
-380
-10% -$31.4K 0.14% 129
2023
Q4 		$334K Buy
+3,794
New +$311K 0.18% 109
2022
Q4 		$998K Buy
10,068
+5,418
+117% +$526K 0.14% 114
2022
Q3 		$408K Buy
4,650
+301
+7% +$28.5K 0.13% 116
2022
Q2 		$398K Buy
4,349
+2,010
+86% +$189K 0.13% 119
2022
Q1 		$253K Buy
+2,339
New +$226K 0.07% 222
2021
Q3 		$131K Buy
1,154
+105
+10% +$11.3K 0.05% 294
2021
Q2 		$94K Buy
1,049
+280
+36% +$26.2K 0.04% 346
2021
Q1 		$75K Buy
+769
New +$72.1K 0.04% 298

Other funds holding EXPO

BlackRock
BlackRock New York $5.7T 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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return