LFA
EXPO icon

Legacy Financial Advisors’s Exponent EXPO Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-250
Closed -$14K – 375
2019
Q1 		$14K Hold
250
– – ﹤0.01% 537
2018
Q4 		$13K Buy
+250
New +$12.5K 0.01% 498

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Advisors's EXPO Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Exponent (EXPO) in Q2 2019, closing a stake of 250 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in EXPO in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 263 funds tracked by Wall St. Rank hold EXPO as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Exponent position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 250 Exponent shares in Q2 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in Exponent in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Exponent position peaked at $14K in Q1 2019.
  • 263 funds tracked by Wall St. Rank held Exponent as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.