RJFSA
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Raymond James Financial Services Advisors’s Exponent EXPO Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$7.08M Buy
61,443
+1,034
+2% +$108K 0.01% 1041
2024
Q2 		$5.75M Buy
60,409
+1,662
+3% +$150K 0.01% 1096
2024
Q1 		$4.86M Sell
58,747
-5,873
-9% -$486K 0.01% 1156
2023
Q4 		$5.69M Sell
64,620
-28,014
-30% -$2.3M 0.01% 1017
2023
Q3 		$7.93M Sell
92,634
-2,081
-2% -$188K 0.01% 803
2023
Q2 		$8.84M Buy
94,715
+633
+0.7% +$59.5K 0.02% 757
2023
Q1 		$9.38M Buy
94,082
+517
+0.6% +$52.6K 0.02% 723
2022
Q4 		$9.27M Buy
93,565
+333
+0.4% +$32.4K 0.02% 679
2022
Q3 		$8.17M Sell
93,232
-2,225
-2% -$211K 0.02% 710
2022
Q2 		$8.73M Sell
95,457
-5,486
-5% -$517K 0.02% 687
2022
Q1 		$10.9M Sell
100,943
-438
-0.4% -$42.2K 0.02% 657
2021
Q4 		$11.8M Sell
101,381
-1,352
-1% -$159K 0.02% 618
2021
Q3 		$11.6M Buy
102,733
+238
+0.2% +$25.7K 0.02% 606
2021
Q2 		$9.14M Buy
102,495
+2,048
+2% +$192K 0.02% 692
2021
Q1 		$9.79M Buy
100,447
+727
+0.7% +$68.2K 0.02% 633
2020
Q4 		$8.98M Buy
99,720
+2,279
+2% +$182K 0.02% 597
2020
Q3 		$7.02M Sell
97,441
-248
-0.3% -$19.7K 0.02% 625
2020
Q2 		$7.91M Sell
97,689
-387
-0.4% -$27.9K 0.03% 539
2020
Q1 		$7.05M Sell
98,076
-1,435
-1% -$104K 0.03% 465
2019
Q4 		$6.87M Sell
99,511
-5,727
-5% -$378K 0.02% 627
2019
Q3 		$7.36M Sell
105,238
-16,540
-14% -$1.12M 0.03% 558
2019
Q2 		$7.13M Sell
121,778
-1,167
-0.9% -$66.5K 0.03% 549
2019
Q1 		$7.1M Sell
122,945
-564
-0.5% -$30.5K 0.03% 536
2018
Q4 		$6.26M Buy
123,509
+366
+0.3% +$18.4K 0.03% 463
2018
Q3 		$6.6M Sell
123,143
-1,572
-1% -$80.5K 0.03% 544
2018
Q2 		$6.02M Buy
124,715
+647
+0.5% +$29.7K 0.03% 530
2018
Q1 		$4.88M Buy
124,068
+9,504
+8% +$359K 0.03% 559
2017
Q4 		$4.07M Buy
114,564
+4,194
+4% +$154K 0.03% 620
2017
Q3 		$4.08M Buy
110,370
+11,690
+12% +$386K 0.03% 611
2017
Q2 		$2.88M Sell
98,680
-6,848
-6% -$205K 0.02% 721
2017
Q1 		$3.14M Buy
105,528
+19,030
+22% +$554K 0.02% 635
2016
Q4 		$2.61M Buy
86,498
+252
+0.3% +$7.31K 0.02% 670
2016
Q3 		$2.2M Buy
86,246
+238
+0.3% +$6.21K 0.02% 723
2016
Q2 		$2.51M Sell
86,008
-186
-0.2% -$4.84K 0.02% 632
2016
Q1 		$2.2M Buy
86,194
+842
+1% +$20.3K 0.03% 593
2015
Q4 		$2.13M Sell
85,352
-274
-0.3% -$6.95K 0.03% 616
2015
Q3 		$1.91M Buy
85,626
+48,300
+129% +$1.06M 0.03% 540
2015
Q2 		$836K Buy
+37,326
New +$820K 0.06% 368
2013
Q3 		– Sell
-70,192
Closed -$1.04M – 633
2013
Q2 		$1.04M Buy
+70,192
New +$963K 0.03% 607

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Raymond James Financial Services Advisors's EXPO Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Exponent (EXPO) stake by 1.7% in Q3 2024, buying an estimated $108K and bringing the position to 61,443 shares worth $7.08M. The position accounts for 0.01% of the portfolio, ranked #1041.

Raymond James Financial Services Advisors first reported a position in EXPO in Q2 2013 and has held it in 39 quarters since. The position peaked at $11.8M in Q4 2021. 373 funds tracked by Wall St. Rank hold EXPO as of Q3 2024.

  • Raymond James Financial Services Advisors held 61,443 shares of Exponent worth $7.08M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 1,034 Exponent shares in Q3 2024, an estimated $108K.
  • Exponent made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1041 holding.
  • Raymond James Financial Services Advisors first reported a position in Exponent in Q2 2013 and has held it in 39 quarters since.
  • Raymond James Financial Services Advisors's Exponent position peaked at $11.8M in Q4 2021.
  • 373 funds tracked by Wall St. Rank held Exponent as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.