Kore Private Wealth’s Exponent EXPO Stock Holding History

Kore Private Wealth’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
2020 Q3	–	Sell	-84	Closed	-$6K	–	529
2020 Q2	$6K	Buy	+84	New	+$6.05K	﹤0.01%	875

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kore Private Wealth's EXPO Position: Q3 2020 in Review

Kore Private Wealth sold out of Exponent (EXPO) in Q3 2020, closing a stake of 84 shares — an estimated $6K sold.

Kore Private Wealth first reported a position in EXPO in Q2 2020 and held it in 1 quarter. The position peaked at $6K in Q2 2020. 306 funds tracked by Wall St. Rank hold EXPO as of Q3 2020.

Kore Private Wealth reported no remaining Exponent position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 84 Exponent shares in Q3 2020, an estimated $6K.
Kore Private Wealth first reported a position in Exponent in Q2 2020 and held it in 1 quarter.
Kore Private Wealth's Exponent position peaked at $6K in Q2 2020.
306 funds tracked by Wall St. Rank held Exponent as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.