VAIA
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Virtus Alternative Investment Advisers’s Exponent EXPO Stock Holding History

Virtus Alternative Investment Advisers’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
Q1 		– Sell
-76
Closed -$7K – 79
2020
Q4 		$7K Sell
76
-74
-49% -$5.9K 0.1% 117
2020
Q3 		$11K Sell
150
-11
-7% -$875 0.2% 133
2020
Q2 		$13K Sell
161
-150
-48% -$10.8K 0.2% 191
2020
Q1 		$22K Buy
311
+170
+121% +$12.3K 0.3% 111
2019
Q4 		$10K Buy
+141
New +$9.31K 0.15% 33

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Virtus Alternative Investment Advisers's EXPO Position: Q1 2021 in Review

Virtus Alternative Investment Advisers sold out of Exponent (EXPO) in Q1 2021, closing a stake of 76 shares — an estimated $7K sold.

Virtus Alternative Investment Advisers first reported a position in EXPO in Q4 2019 and held it in 5 quarters. The position peaked at $22K in Q1 2020. 314 funds tracked by Wall St. Rank hold EXPO as of Q1 2021.

  • Virtus Alternative Investment Advisers reported no remaining Exponent position as of Q1 2021 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 76 Exponent shares in Q1 2021, an estimated $7K.
  • Virtus Alternative Investment Advisers first reported a position in Exponent in Q4 2019 and held it in 5 quarters.
  • Virtus Alternative Investment Advisers's Exponent position peaked at $22K in Q1 2020.
  • 314 funds tracked by Wall St. Rank held Exponent as of Q1 2021.

Based on Virtus Alternative Investment Advisers's 13F filing for Q1 2021.