PRW Wealth Management’s Exponent EXPO Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-8	Closed	–	–	272
2019 Q1	$0	Hold	8	–	–	﹤0.01%	716
2018 Q4	$0	Buy	+8	New	+$401	﹤0.01%	703

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PRW Wealth Management's EXPO Position: Q2 2019 in Review

PRW Wealth Management sold out of Exponent (EXPO) in Q2 2019, closing a stake of 8 shares.

PRW Wealth Management first reported a position in EXPO in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 263 funds tracked by Wall St. Rank hold EXPO as of Q2 2019.

PRW Wealth Management reported no remaining Exponent position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 8 Exponent shares in Q2 2019.
PRW Wealth Management first reported a position in Exponent in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Exponent position peaked at $0 in Q1 2019.
263 funds tracked by Wall St. Rank held Exponent as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.