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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 – 1214
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 $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Sowell Financial Services's EXPO Position: Q2 2021 in Review

Sowell Financial Services sold out of Exponent (EXPO) in Q2 2021, closing a stake of 48 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in EXPO in Q3 2019 and held it in 7 quarters. The position peaked at $12K in Q4 2020. 318 funds tracked by Wall St. Rank hold EXPO as of Q2 2021.

  • Sowell Financial Services reported no remaining Exponent position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 48 Exponent shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Exponent in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Exponent position peaked at $12K in Q4 2020.
  • 318 funds tracked by Wall St. Rank held Exponent as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.