VisionPoint Advisory Group’s Exponent EXPO Stock Holding History

VisionPoint Advisory Group’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
2025 Q1	–	Sell	-1,376	Closed	-$121K	–	242
2024 Q4	$121K	Buy	1,376 +12	+0.9%	+$1.21K	0.04%	223
2024 Q3	$157K	Buy	1,364 +89	+7%	+$9.31K	0.05%	196
2024 Q2	$121K	Buy	1,275 +20	+2%	+$1.8K	0.04%	200
2024 Q1	$104K	Buy	1,255 +54	+4%	+$4.47K	0.04%	204
2023 Q4	$106K	Buy	1,201 +110	+10%	+$9.01K	0.04%	188
2023 Q3	$93.4K	Hold	1,091	–	–	0.04%	197
2023 Q2	$102K	Buy	+1,091	New	+$103K	0.04%	172

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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

VisionPoint Advisory Group's EXPO Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Exponent (EXPO) in Q1 2025, closing a stake of 1,376 shares — an estimated $121K sold.

VisionPoint Advisory Group first reported a position in EXPO in Q2 2023 and held it in 7 quarters. The position peaked at $157K in Q3 2024. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

VisionPoint Advisory Group reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 1,376 Exponent shares in Q1 2025, an estimated $121K.
VisionPoint Advisory Group first reported a position in Exponent in Q2 2023 and held it in 7 quarters.
VisionPoint Advisory Group's Exponent position peaked at $157K in Q3 2024.
393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.