SIC
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Salem Investment Counselors’s Exponent EXPO Stock Holding History

Salem Investment Counselors’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
2021
Q4 		– Sell
-556
Closed -$63K – 1078
2021
Q3 		$63K Hold
556
– – ﹤0.01% 469
2021
Q2 		$50K Hold
556
– – ﹤0.01% 483
2021
Q1 		$54K Hold
556
– – ﹤0.01% 443
2020
Q4 		$50K Hold
556
– – ﹤0.01% 434
2020
Q3 		$40K Buy
+556
New +$44.2K ﹤0.01% 399

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Salem Investment Counselors's EXPO Position: Q4 2021 in Review

Salem Investment Counselors sold out of Exponent (EXPO) in Q4 2021, closing a stake of 556 shares — an estimated $63K sold.

Salem Investment Counselors first reported a position in EXPO in Q3 2020 and held it in 5 quarters. The position peaked at $63K in Q3 2021. 364 funds tracked by Wall St. Rank hold EXPO as of Q4 2021.

  • Salem Investment Counselors reported no remaining Exponent position as of Q4 2021 after selling out during the quarter.
  • Salem Investment Counselors sold 556 Exponent shares in Q4 2021, an estimated $63K.
  • Salem Investment Counselors first reported a position in Exponent in Q3 2020 and held it in 5 quarters.
  • Salem Investment Counselors's Exponent position peaked at $63K in Q3 2021.
  • 364 funds tracked by Wall St. Rank held Exponent as of Q4 2021.

Based on Salem Investment Counselors's 13F filing for Q4 2021, filed 15 Feb 2022.