PFS
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Prospera Financial Services’s Exponent EXPO Stock Holding History

Prospera Financial Services’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
-1,466
Closed -$134K – 1071
2022
Q2 		$134K Sell
1,466
-323
-18% -$30.4K 0.01% 830
2022
Q1 		$193K Buy
+1,789
New +$173K 0.01% 896
2020
Q4 		– Sell
-730
Closed -$53K – 937
2020
Q3 		$53K Buy
+730
New +$58.1K 0.02% 596

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

Prospera Financial Services's EXPO Position: Q3 2022 in Review

Prospera Financial Services sold out of Exponent (EXPO) in Q3 2022, closing a stake of 1,466 shares — an estimated $134K sold.

Prospera Financial Services first reported a position in EXPO in Q3 2020 and held it in 3 quarters. The position peaked at $193K in Q1 2022. 349 funds tracked by Wall St. Rank hold EXPO as of Q3 2022.

  • Prospera Financial Services reported no remaining Exponent position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,466 Exponent shares in Q3 2022, an estimated $134K.
  • Prospera Financial Services first reported a position in Exponent in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Exponent position peaked at $193K in Q1 2022.
  • 349 funds tracked by Wall St. Rank held Exponent as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.