MIA
EXPO icon

Milestone Investment Advisors’s Exponent EXPO Stock Holding History

Milestone Investment 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
2023
Q4 		– Sell
-21
Closed -$1.8K – 231
2023
Q3 		$1.8K Buy
+21
New +$1.9K ﹤0.01% 392
2023
Q2 		– Sell
-21
Closed -$2.09K – 226
2023
Q1 		$2.09K Buy
+21
New +$2.14K ﹤0.01% 384

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Milestone Investment Advisors's EXPO Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Exponent (EXPO) in Q4 2023, closing a stake of 21 shares — an estimated $1.8K sold.

Milestone Investment Advisors first reported a position in EXPO in Q1 2023 and held it in 2 quarters. The position peaked at $2.09K in Q1 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Exponent position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 21 Exponent shares in Q4 2023, an estimated $1.8K.
  • Milestone Investment Advisors first reported a position in Exponent in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Exponent position peaked at $2.09K in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.