KWM
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Kingsview Wealth Management’s Exponent EXPO Stock Holding History

Kingsview 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 		– Sell
-18,942
Closed -$1.57M – 1060
2024
Q1 		$1.57M Sell
18,942
-3,557
-16% -$294K 0.04% 395
2023
Q4 		$1.98M Buy
+22,499
New +$1.84M 0.06% 285

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

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

Kingsview Wealth Management sold out of Exponent (EXPO) in Q2 2024, closing a stake of 18,942 shares — an estimated $1.57M sold.

Kingsview Wealth Management first reported a position in EXPO in Q4 2023 and held it in 2 quarters. The position peaked at $1.98M in Q4 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

  • Kingsview Wealth Management reported no remaining Exponent position as of Q2 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 18,942 Exponent shares in Q2 2024, an estimated $1.57M.
  • Kingsview Wealth Management first reported a position in Exponent in Q4 2023 and held it in 2 quarters.
  • Kingsview Wealth Management's Exponent position peaked at $1.98M in Q4 2023.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on Kingsview Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.