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John Overdeck’s Expion360 XPON Stock Holding History

John Overdeck’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13
Closed -$15.4K – 3368
2024
Q2 		$15.4K Buy
+13
New +$28.5K ﹤0.01% 2942

Other funds holding XPON

ACM
Altium Capital Management New York $47.5M AUM 115.72% 1-Year Est. Return
DCM
Donaldson Capital Management Evansville, Indiana $3.5B AUM 28.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWM
Cahill Wealth Management Portage, Michigan $196M AUM 8.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

John Overdeck's XPON Position: Q3 2024 in Review

John Overdeck sold out of Expion360 (XPON) in Q3 2024, closing a stake of 13 shares — an estimated $15.4K sold.

John Overdeck first reported a position in XPON in Q2 2024 and held it in 1 quarter. The position peaked at $15.4K in Q2 2024. 7 funds tracked by Wall St. Rank hold XPON as of Q3 2024.

  • John Overdeck reported no remaining Expion360 position as of Q3 2024 after selling out during the quarter.
  • John Overdeck sold 13 Expion360 shares in Q3 2024, an estimated $15.4K.
  • John Overdeck first reported a position in Expion360 in Q2 2024 and held it in 1 quarter.
  • John Overdeck's Expion360 position peaked at $15.4K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Expion360 as of Q3 2024.

Based on Two Sigma Investments's 13F filing for Q3 2024, filed 14 Nov 2024.