Portfolio Strategies’s Exponent EXPO Stock Holding History

Portfolio Strategies’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 Q2	–	Sell	-3,970	Closed	-$328K	–	63
2024 Q1	$328K	Buy	+3,970	New	+$328K	0.02%	107

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 New York $131B AUM 28.36% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Portfolio Strategies's EXPO Position: Q2 2024 in Review

Portfolio Strategies sold out of Exponent (EXPO) in Q2 2024, closing a stake of 3,970 shares — an estimated $328K sold.

Portfolio Strategies first reported a position in EXPO in Q1 2024 and held it in 1 quarter. The position peaked at $328K in Q1 2024. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

Portfolio Strategies reported no remaining Exponent position as of Q2 2024 after selling out during the quarter.
Portfolio Strategies sold 3,970 Exponent shares in Q2 2024, an estimated $328K.
Portfolio Strategies first reported a position in Exponent in Q1 2024 and held it in 1 quarter.
Portfolio Strategies's Exponent position peaked at $328K in Q1 2024.
354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.