LSAG
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Lake Street Advisors Group’s Exponent EXPO Stock Holding History

Lake Street Advisors Group’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
2021
Q3 		– Sell
-1,782
Closed -$204K – 297
2021
Q2 		$204K Buy
+1,782
New +$167K 0.02% 310

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Lake Street Advisors Group's EXPO Position: Q3 2021 in Review

Lake Street Advisors Group sold out of Exponent (EXPO) in Q3 2021, closing a stake of 1,782 shares — an estimated $204K sold.

Lake Street Advisors Group first reported a position in EXPO in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 339 funds tracked by Wall St. Rank hold EXPO as of Q3 2021.

  • Lake Street Advisors Group reported no remaining Exponent position as of Q3 2021 after selling out during the quarter.
  • Lake Street Advisors Group sold 1,782 Exponent shares in Q3 2021, an estimated $204K.
  • Lake Street Advisors Group first reported a position in Exponent in Q2 2021 and held it in 1 quarter.
  • Lake Street Advisors Group's Exponent position peaked at $204K in Q2 2021.
  • 339 funds tracked by Wall St. Rank held Exponent as of Q3 2021.

Based on Lake Street Advisors Group's 13F filing for Q3 2021, filed 15 Nov 2021.