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Provenance Wealth Advisors’s Exponent EXPO Stock Holding History

Provenance 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
2025
Q2 		– Sell
-12
Closed -$973 – 463
2025
Q1 		$973 Hold
12
– – ﹤0.01% 476
2024
Q4 		$1.07K Hold
12
– – ﹤0.01% 486
2024
Q3 		$1.38K Hold
12
– – ﹤0.01% 502
2024
Q2 		$1.14K Hold
12
– – ﹤0.01% 431
2024
Q1 		$992 Sell
12
-27
-69% -$2.23K ﹤0.01% 483
2023
Q4 		$3.43K Buy
39
+28
+255% +$2.29K ﹤0.01% 393
2023
Q3 		$942 Buy
+11
New +$995 ﹤0.01% 406

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Provenance Wealth Advisors's EXPO Position: Q2 2025 in Review

Provenance Wealth Advisors sold out of Exponent (EXPO) in Q2 2025, closing a stake of 12 shares — an estimated $973 sold.

Provenance Wealth Advisors first reported a position in EXPO in Q3 2023 and held it in 7 quarters. The position peaked at $3.43K in Q4 2023. 368 funds tracked by Wall St. Rank hold EXPO as of Q2 2025.

  • Provenance Wealth Advisors reported no remaining Exponent position as of Q2 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 12 Exponent shares in Q2 2025, an estimated $973.
  • Provenance Wealth Advisors first reported a position in Exponent in Q3 2023 and held it in 7 quarters.
  • Provenance Wealth Advisors's Exponent position peaked at $3.43K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Exponent as of Q2 2025.

Based on Provenance Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.