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Valeo Financial Advisors’s Exponent EXPO Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-14
Closed -$1K – 940
2021
Q1 		$1K Buy
+14
New +$1.31K ﹤0.01% 1884
2020
Q3 		– Sell
-142
Closed -$12K – 1758
2020
Q2 		$12K Buy
142
+87
+158% +$6.26K ﹤0.01% 1224
2020
Q1 		$4K Buy
55
+34
+162% +$2.47K ﹤0.01% 1346
2019
Q4 		$1K Buy
+21
New +$1.39K ﹤0.01% 1532

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Valeo Financial Advisors's EXPO Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Exponent (EXPO) in Q2 2021, closing a stake of 14 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in EXPO in Q4 2019 and held it in 4 quarters. The position peaked at $12K in Q2 2020. 318 funds tracked by Wall St. Rank hold EXPO as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Exponent position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 14 Exponent shares in Q2 2021, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Exponent in Q4 2019 and held it in 4 quarters.
  • Valeo Financial Advisors's Exponent position peaked at $12K in Q2 2020.
  • 318 funds tracked by Wall St. Rank held Exponent as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.