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U.S. Capital Wealth Advisors’s Exponent EXPO Stock Holding History

U.S. Capital 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
-34
Closed -$3.37K – 923
2022
Q4 		$3.37K Buy
+34
New +$3.3K ﹤0.01% 1440

Other funds holding EXPO

BlackRock
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
Neuberger Berman Group
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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

U.S. Capital Wealth Advisors's EXPO Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Exponent (EXPO) in Q1 2023, closing a stake of 34 shares — an estimated $3.37K sold.

U.S. Capital Wealth Advisors first reported a position in EXPO in Q4 2022 and held it in 1 quarter. The position peaked at $3.37K in Q4 2022. 361 funds tracked by Wall St. Rank hold EXPO as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Exponent position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 34 Exponent shares in Q1 2023, an estimated $3.37K.
  • U.S. Capital Wealth Advisors first reported a position in Exponent in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Exponent position peaked at $3.37K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held Exponent as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.