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Lenox Wealth Advisors’s Exponent EXPO Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-94
Closed -$7K – 656
2020
Q1 		$7K Buy
+94
New +$6.83K ﹤0.01% 383
2019
Q2 		– Sell
-112
Closed -$6K – 468
2019
Q1 		$6K Buy
+112
New +$6.05K ﹤0.01% 329
2018
Q2 		– Sell
-54
Closed -$2K – 576
2018
Q1 		$2K Buy
+54
New +$2.04K ﹤0.01% 469

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lenox Wealth Advisors's EXPO Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Exponent (EXPO) in Q2 2020, closing a stake of 94 shares — an estimated $7K sold.

Lenox Wealth Advisors first reported a position in EXPO in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q1 2020. 290 funds tracked by Wall St. Rank hold EXPO as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Exponent position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 94 Exponent shares in Q2 2020, an estimated $7K.
  • Lenox Wealth Advisors first reported a position in Exponent in Q1 2018 and held it in 3 quarters.
  • Lenox Wealth Advisors's Exponent position peaked at $7K in Q1 2020.
  • 290 funds tracked by Wall St. Rank held Exponent as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.