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New Insight Wealth Advisors’s Exponent EXPO Stock Holding History

New Insight 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
2024
Q4 		– Sell
-1,783
Closed -$206K – 92
2024
Q3 		$206K Buy
+1,783
New +$187K 0.11% 89

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New Insight Wealth Advisors's EXPO Position: Q4 2024 in Review

New Insight Wealth Advisors sold out of Exponent (EXPO) in Q4 2024, closing a stake of 1,783 shares — an estimated $206K sold.

New Insight Wealth Advisors first reported a position in EXPO in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • New Insight Wealth Advisors reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • New Insight Wealth Advisors sold 1,783 Exponent shares in Q4 2024, an estimated $206K.
  • New Insight Wealth Advisors first reported a position in Exponent in Q3 2024 and held it in 1 quarter.
  • New Insight Wealth Advisors's Exponent position peaked at $206K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on New Insight Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.