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SeaCrest Wealth Management’s Exponent EXPO Stock Holding History

SeaCrest 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
-203
Closed -$12K – 937
2019
Q1 		$12K Hold
203
– – ﹤0.01% 1465
2018
Q4 		$10K Sell
203
-379
-65% -$19K ﹤0.01% 1490
2018
Q3 		$31K Sell
582
-1
-0.2% -$51 0.01% 1198
2018
Q2 		$28K Buy
583
+203
+53% +$9.31K 0.01% 1212
2018
Q1 		$15K Hold
380
– – ﹤0.01% 1431
2017
Q4 		$14K Buy
+380
New +$14K ﹤0.01% 1474

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

SeaCrest Wealth Management sold out of Exponent (EXPO) in Q2 2019, closing a stake of 203 shares — an estimated $12K sold.

SeaCrest Wealth Management first reported a position in EXPO in Q4 2017 and held it in 6 quarters. The position peaked at $31K in Q3 2018. 263 funds tracked by Wall St. Rank hold EXPO as of Q2 2019.

  • SeaCrest Wealth Management reported no remaining Exponent position as of Q2 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 203 Exponent shares in Q2 2019, an estimated $12K.
  • SeaCrest Wealth Management first reported a position in Exponent in Q4 2017 and held it in 6 quarters.
  • SeaCrest Wealth Management's Exponent position peaked at $31K in Q3 2018.
  • 263 funds tracked by Wall St. Rank held Exponent as of Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.