IP
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Intellectus Partners’s Exponent EXPO Stock Holding History

Intellectus Partners’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
2025
Q3 		– Sell
-2,705
Closed -$202K – 283
2025
Q2 		$202K Hold
2,705
– – 0.04% 262
2025
Q1 		$219K Hold
2,705
– – 0.05% 249
2024
Q4 		$241K Hold
2,705
– – 0.05% 243
2024
Q3 		$312K Hold
2,705
– – 0.08% 221
2024
Q2 		$257K Hold
2,705
– – 0.07% 226
2024
Q1 		$224K Buy
2,705
+200
+8% +$16.5K 0.06% 239
2023
Q4 		$221K Hold
2,505
– – 0.06% 229
2023
Q3 		$214K Buy
2,505
+115
+5% +$10.4K 0.07% 236
2023
Q2 		$223K Buy
2,390
+60
+3% +$5.64K 0.07% 229
2023
Q1 		$232K Buy
2,330
+305
+15% +$31K 0.07% 220
2022
Q4 		$201K Buy
+2,025
New +$197K 0.07% 234
2022
Q2 		– Sell
-2,025
Closed -$219K – 260
2022
Q1 		$219K Buy
+2,025
New +$195K 0.07% 218
2021
Q1 		– Sell
-2,600
Closed -$234K – 250
2020
Q4 		$234K Buy
+2,600
New +$207K 0.07% 215

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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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return