IAIM
EXPO icon

International Assets Investment Management’s Exponent EXPO Stock Holding History

International Assets Investment 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
2024
Q4 		– Sell
-847
Closed -$97.7K – 1143
2024
Q3 		$97.7K Buy
+847
New +$88.6K 0.01% 836
2021
Q2 		– Sell
-152
Closed -$14K – 936
2021
Q1 		$14K Hold
152
– – ﹤0.01% 1436
2020
Q4 		$14K Buy
+152
New +$12.1K ﹤0.01% 1300

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

International Assets Investment Management's EXPO Position: Q4 2024 in Review

International Assets Investment Management sold out of Exponent (EXPO) in Q4 2024, closing a stake of 847 shares — an estimated $97.7K sold.

International Assets Investment Management first reported a position in EXPO in Q4 2020 and held it in 3 quarters. The position peaked at $97.7K in Q3 2024. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • International Assets Investment Management reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 847 Exponent shares in Q4 2024, an estimated $97.7K.
  • International Assets Investment Management first reported a position in Exponent in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Exponent position peaked at $97.7K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.