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SYSTM Wealth Solutions’s Exponent EXPO Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-335
Closed -$27.7K – 764
2024
Q1 		$27.7K Sell
335
-117
-26% -$9.68K ﹤0.01% 663
2023
Q4 		$39.8K Buy
+452
New +$37K 0.01% 615

Other funds holding EXPO

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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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SYSTM Wealth Solutions's EXPO Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Exponent (EXPO) in Q2 2024, closing a stake of 335 shares — an estimated $27.7K sold.

SYSTM Wealth Solutions first reported a position in EXPO in Q4 2023 and held it in 2 quarters. The position peaked at $39.8K in Q4 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Exponent position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 335 Exponent shares in Q2 2024, an estimated $27.7K.
  • SYSTM Wealth Solutions first reported a position in Exponent in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Exponent position peaked at $39.8K in Q4 2023.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.