Sutton Wealth Advisors’s Exponent EXPO Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-843	Closed	-$83.5K	–	1052
2022 Q4	$83.5K	Hold	843	–	–	0.03%	279
2022 Q3	$73.9K	Hold	843	–	–	0.03%	295
2022 Q2	$77.1K	Buy	843 +32	+4%	+$3.02K	0.03%	280
2022 Q1	$87.6K	Buy	811 +16	+2%	+$1.54K	0.03%	276
2021 Q4	$92.8K	Buy	795 +93	+13%	+$10.9K	0.03%	274
2021 Q3	$79.4K	Hold	702	–	–	0.03%	284
2021 Q2	$62.6K	Hold	702	–	–	0.02%	348
2021 Q1	$68.4K	Hold	702	–	–	0.03%	307
2020 Q4	$63.2K	Hold	702	–	–	0.03%	306
2020 Q3	$50.6K	Hold	702	–	–	0.02%	300
2020 Q2	$56.8K	Hold	702	–	–	0.03%	278
2020 Q1	$50.5K	Hold	702	–	–	0.03%	267
2019 Q4	$48.4K	Hold	702	–	–	0.02%	314
2019 Q3	$49.1K	Hold	702	–	–	0.03%	314
2019 Q2	$41.1K	Hold	702	–	–	0.02%	352
2019 Q1	$40.5K	Hold	702	–	–	0.02%	359
2018 Q4	$35.6K	Hold	702	–	–	0.02%	347
2018 Q3	$37.6K	Hold	702	–	–	0.02%	358
2018 Q2	$33.9K	Hold	702	–	–	0.02%	392
2018 Q1	$27.6K	Hold	702	–	–	0.02%	446
2017 Q4	$25K	Hold	702	–	–	0.02%	475
2017 Q3	$25.9K	Hold	702	–	–	0.02%	456
2017 Q2	$20.5K	Hold	702	–	–	0.02%	520
2017 Q1	$20.9K	Buy	702 +372	+113%	+$10.8K	0.02%	501
2016 Q4	$9.95K	Hold	330	–	–	0.01%	694
2016 Q3	$8.43K	Hold	330	–	–	0.01%	704
2016 Q2	$9.64K	Hold	330	–	–	0.01%	636
2016 Q1	$8.42K	Buy	+330	New	+$7.97K	0.01%	645

Other funds holding EXPO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sutton Wealth Advisors's EXPO Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Exponent (EXPO) in Q1 2023, closing a stake of 843 shares — an estimated $83.5K sold.

Sutton Wealth Advisors first reported a position in EXPO in Q1 2016 and held it in 28 quarters. The position peaked at $92.8K in Q4 2021. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2023.

Sutton Wealth Advisors reported no remaining Exponent position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 843 Exponent shares in Q1 2023, an estimated $83.5K.
Sutton Wealth Advisors first reported a position in Exponent in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's Exponent position peaked at $92.8K in Q4 2021.
361 funds tracked by Wall St. Rank held Exponent as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.