TCI Wealth Advisors’s Exponent EXPO Stock Holding History

TCI 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 Q2	–	Sell	-216	Closed	-$21.5K	–	883
2023 Q1	$21.5K	Buy	216 +56	+35%	+$5.7K	﹤0.01%	675
2022 Q4	$15.9K	Buy	160 +4	+3%	+$389	﹤0.01%	806
2022 Q3	$14K	Buy	156 +2	+1%	+$190	﹤0.01%	825
2022 Q2	$14K	Sell	154 -8	-5%	-$754	﹤0.01%	803
2022 Q1	$18K	Buy	162 +6	+4%	+$579	﹤0.01%	738
2021 Q4	$18K	Buy	156 +32	+26%	+$3.76K	﹤0.01%	757
2021 Q3	$14K	Buy	124 +41	+49%	+$4.42K	﹤0.01%	863
2021 Q2	$7K	Buy	83 +12	+17%	+$1.12K	﹤0.01%	1196
2021 Q1	$7K	Buy	71 +29	+69%	+$2.72K	﹤0.01%	1048
2020 Q4	$4K	Hold	42	–	–	﹤0.01%	958
2020 Q3	$3K	Hold	42	–	–	﹤0.01%	940
2020 Q2	$3K	Hold	42	–	–	﹤0.01%	893
2020 Q1	$3K	Buy	+42	New	+$3.05K	﹤0.01%	855

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

TCI Wealth Advisors's EXPO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Exponent (EXPO) in Q2 2023, closing a stake of 216 shares — an estimated $21.5K sold.

TCI Wealth Advisors first reported a position in EXPO in Q1 2020 and held it in 13 quarters. The position peaked at $21.5K in Q1 2023. 356 funds tracked by Wall St. Rank hold EXPO as of Q2 2023.

TCI Wealth Advisors reported no remaining Exponent position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 216 Exponent shares in Q2 2023, an estimated $21.5K.
TCI Wealth Advisors first reported a position in Exponent in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Exponent position peaked at $21.5K in Q1 2023.
356 funds tracked by Wall St. Rank held Exponent as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.