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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
-97,683
Closed -$847 – 1143
2024
Q3 		$847 Buy
+97,683
New +$10.2M ﹤0.01% 1185
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 $5.72T 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 $4.6B AUM 16.08% 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 $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 97,683 shares — an estimated $847 sold.

International Assets Investment Management first reported a position in EXPO in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q1 2021. 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 97,683 Exponent shares in Q4 2024, an estimated $847.
  • 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 $14K in Q1 2021.
  • 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.