SFS
EXPO icon

Sowell Financial Services’s Exponent EXPO Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-48
Closed -$5K – 1215
2021
Q1 		$5K Sell
48
-90
-65% -$8.44K ﹤0.01% 2592
2020
Q4 		$12K Buy
138
+96
+229% +$7.66K ﹤0.01% 1939
2020
Q3 		$3K Sell
42
-14
-25% -$1.11K ﹤0.01% 2119
2020
Q2 		$5K Buy
56
+14
+33% +$1.01K ﹤0.01% 1891
2020
Q1 		$3K Hold
42
– – ﹤0.01% 1976
2019
Q4 		$3K Hold
42
– – ﹤0.01% 2055
2019
Q3 		$3K Buy
+42
New +$2.83K ﹤0.01% 1919

Other funds holding EXPO

BlackRock
BlackRock New York $5.7T 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 $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $4.09B AUM 4.78% 1-Year Est. Return