JWM
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Janiczek Wealth Management’s Exponent EXPO Stock Holding History

Janiczek Wealth 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
Q2 		$62.9K Buy
661
+35
+6% +$3.16K 0.01% 362
2024
Q1 		$51.8K Buy
626
+467
+294% +$38.6K 0.01% 408
2023
Q4 		$14K Buy
159
+40
+34% +$3.28K ﹤0.01% 609
2023
Q3 		$10.2K Buy
119
+96
+417% +$8.68K ﹤0.01% 633
2023
Q2 		$2.15K Buy
+23
New +$2.16K ﹤0.01% 763

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 $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 $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

Janiczek Wealth Management's EXPO Position: Q2 2024 in Review

Janiczek Wealth Management increased its Exponent (EXPO) stake by 5.6% in Q2 2024, buying an estimated $3.16K and bringing the position to 661 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #362.

Janiczek Wealth Management first reported a position in EXPO in Q2 2023 and has held it in 5 quarters since. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

  • Janiczek Wealth Management held 661 shares of Exponent worth $62.9K as of Q2 2024.
  • Janiczek Wealth Management bought 35 Exponent shares in Q2 2024, an estimated $3.16K.
  • Exponent made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #362 holding.
  • Janiczek Wealth Management first reported a position in Exponent in Q2 2023 and has held it in 5 quarters since.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.