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Mountain Capital Investment Advisors’s Exponent EXPO Stock Holding History

Mountain Capital 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
2022
Q1 		– Sell
-9,943
Closed -$1.03M – 96
2021
Q4 		$1.03M Buy
9,943
+2,339
+31% +$275K 0.47% 79
2021
Q3 		$871K Sell
7,604
-629
-8% -$67.8K 0.46% 79
2021
Q2 		$736K Sell
8,233
-1,151
-12% -$108K 0.34% 88
2021
Q1 		$948K Buy
9,384
+1,946
+26% +$183K 0.48% 82
2020
Q4 		$695K Buy
+7,438
New +$593K 0.42% 83

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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mountain Capital Investment Advisors's EXPO Position: Q1 2022 in Review

Mountain Capital Investment Advisors sold out of Exponent (EXPO) in Q1 2022, closing a stake of 9,943 shares — an estimated $1.03M sold.

Mountain Capital Investment Advisors first reported a position in EXPO in Q4 2020 and held it in 5 quarters. The position peaked at $1.03M in Q4 2021. 358 funds tracked by Wall St. Rank hold EXPO as of Q1 2022.

  • Mountain Capital Investment Advisors reported no remaining Exponent position as of Q1 2022 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 9,943 Exponent shares in Q1 2022, an estimated $1.03M.
  • Mountain Capital Investment Advisors first reported a position in Exponent in Q4 2020 and held it in 5 quarters.
  • Mountain Capital Investment Advisors's Exponent position peaked at $1.03M in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Exponent as of Q1 2022.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2022, filed 12 Apr 2022.