HHM Wealth Advisors’s Exponent EXPO Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-46	Closed	-$4K	–	691
2022 Q2	$4K	Buy	+46	New	+$4.33K	﹤0.01%	669

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

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

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

HHM Wealth Advisors's EXPO Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Exponent (EXPO) in Q3 2022, closing a stake of 46 shares — an estimated $4K sold.

HHM Wealth Advisors first reported a position in EXPO in Q2 2022 and held it in 1 quarter. The position peaked at $4K in Q2 2022. 349 funds tracked by Wall St. Rank hold EXPO as of Q3 2022.

HHM Wealth Advisors reported no remaining Exponent position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 46 Exponent shares in Q3 2022, an estimated $4K.
HHM Wealth Advisors first reported a position in Exponent in Q2 2022 and held it in 1 quarter.
HHM Wealth Advisors's Exponent position peaked at $4K in Q2 2022.
349 funds tracked by Wall St. Rank held Exponent as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.