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Prestige Wealth Management Group’s Exponent EXPO Stock Holding History

Prestige Wealth Management Group’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
2023
Q1 		– Sell
-25
Closed -$2.48K – 1094
2022
Q4 		$2.48K Buy
+25
New +$2.43K ﹤0.01% 789
2022
Q1 		– Sell
-16
Closed -$2K – 996
2021
Q4 		$2K Hold
16
– – ﹤0.01% 786
2021
Q3 		$2K Hold
16
– – ﹤0.01% 787
2021
Q2 		$1K Buy
+16
New +$1.5K ﹤0.01% 871
2020
Q2 		– Sell
-8
Closed -$1K – 899
2020
Q1 		$1K Buy
+8
New +$581 ﹤0.01% 738

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
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

Prestige Wealth Management Group's EXPO Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Exponent (EXPO) in Q1 2023, closing a stake of 25 shares — an estimated $2.48K sold.

Prestige Wealth Management Group first reported a position in EXPO in Q1 2020 and held it in 5 quarters. The position peaked at $2.48K in Q4 2022. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Exponent position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 25 Exponent shares in Q1 2023, an estimated $2.48K.
  • Prestige Wealth Management Group first reported a position in Exponent in Q1 2020 and held it in 5 quarters.
  • Prestige Wealth Management Group's Exponent position peaked at $2.48K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held Exponent as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.