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Milestone Advisory Partners’s Exponent EXPO Stock Holding History

Milestone Advisory Partners’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
Q2 		– Sell
-2,069
Closed -$202K – 87
2021
Q1 		$202K Buy
+2,069
New +$194K 0.11% 83

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Neuberger Berman Group
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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

Milestone Advisory Partners's EXPO Position: Q2 2021 in Review

Milestone Advisory Partners sold out of Exponent (EXPO) in Q2 2021, closing a stake of 2,069 shares — an estimated $202K sold.

Milestone Advisory Partners first reported a position in EXPO in Q1 2021 and held it in 1 quarter. The position peaked at $202K in Q1 2021. 318 funds tracked by Wall St. Rank hold EXPO as of Q2 2021.

  • Milestone Advisory Partners reported no remaining Exponent position as of Q2 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 2,069 Exponent shares in Q2 2021, an estimated $202K.
  • Milestone Advisory Partners first reported a position in Exponent in Q1 2021 and held it in 1 quarter.
  • Milestone Advisory Partners's Exponent position peaked at $202K in Q1 2021.
  • 318 funds tracked by Wall St. Rank held Exponent as of Q2 2021.

Based on Milestone Advisory Partners's 13F filing for Q2 2021, filed 13 Aug 2021.