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Paces Ferry Wealth Advisors’s Exponent EXPO Stock Holding History

Paces Ferry 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
2020
Q4 		– Sell
-435
Closed -$31K – 457
2020
Q3 		$31K Buy
+435
New +$34.6K 0.03% 279

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Paces Ferry Wealth Advisors's EXPO Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Exponent (EXPO) in Q4 2020, closing a stake of 435 shares — an estimated $31K sold.

Paces Ferry Wealth Advisors first reported a position in EXPO in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 305 funds tracked by Wall St. Rank hold EXPO as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Exponent position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 435 Exponent shares in Q4 2020, an estimated $31K.
  • Paces Ferry Wealth Advisors first reported a position in Exponent in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Exponent position peaked at $31K in Q3 2020.
  • 305 funds tracked by Wall St. Rank held Exponent as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.