MWM
EXPO icon

Meridian Wealth Management’s Exponent EXPO Stock Holding History

Meridian 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
2020
Q2 		– Sell
-8,192
Closed -$589K – 235
2020
Q1 		$589K Buy
8,192
+4,860
+146% +$353K 0.26% 83
2019
Q4 		$229K Buy
+3,332
New +$220K 0.11% 183

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

Meridian Wealth Management's EXPO Position: Q2 2020 in Review

Meridian Wealth Management sold out of Exponent (EXPO) in Q2 2020, closing a stake of 8,192 shares — an estimated $589K sold.

Meridian Wealth Management first reported a position in EXPO in Q4 2019 and held it in 2 quarters. The position peaked at $589K in Q1 2020. 290 funds tracked by Wall St. Rank hold EXPO as of Q2 2020.

  • Meridian Wealth Management reported no remaining Exponent position as of Q2 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 8,192 Exponent shares in Q2 2020, an estimated $589K.
  • Meridian Wealth Management first reported a position in Exponent in Q4 2019 and held it in 2 quarters.
  • Meridian Wealth Management's Exponent position peaked at $589K in Q1 2020.
  • 290 funds tracked by Wall St. Rank held Exponent as of Q2 2020.

Based on Meridian Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.