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Patriot Financial Group Insurance Agency’s Exponent EXPO Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-214
Closed -$20K – 892
2022
Q2 		$20K Sell
214
-48
-18% -$4.52K ﹤0.01% 1007
2022
Q1 		$28K Sell
262
-19
-7% -$1.83K 0.01% 957
2021
Q4 		$33K Buy
281
+4
+1% +$470 0.01% 1018
2021
Q3 		$31K Buy
277
+43
+18% +$4.64K 0.01% 1029
2021
Q2 		$21K Hold
234
– – ﹤0.01% 1151
2021
Q1 		$23K Hold
234
– – 0.01% 1032
2020
Q4 		$21K Hold
234
– – 0.01% 949
2020
Q3 		$17K Hold
234
– – 0.01% 852
2020
Q2 		$19K Sell
234
-12
-5% -$864 0.01% 757
2020
Q1 		$18K Buy
+246
New +$17.9K 0.01% 688

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EXPO Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Exponent (EXPO) in Q3 2022, closing a stake of 214 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in EXPO in Q1 2020 and held it in 10 quarters. The position peaked at $33K in Q4 2021. 350 funds tracked by Wall St. Rank hold EXPO as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Exponent position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 214 Exponent shares in Q3 2022, an estimated $20K.
  • Patriot Financial Group Insurance Agency first reported a position in Exponent in Q1 2020 and held it in 10 quarters.
  • Patriot Financial Group Insurance Agency's Exponent position peaked at $33K in Q4 2021.
  • 350 funds tracked by Wall St. Rank held Exponent as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.