Wealthspire Advisors (Maryland)’s Exponent EXPO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-926	Closed	-$53K	–	959
2019 Q1	$53K	Hold	926	–	–	﹤0.01%	871
2018 Q4	$47K	Buy	926 +790	+581%	+$39.6K	﹤0.01%	880
2018 Q3	$7K	Hold	136	–	–	﹤0.01%	1656
2018 Q2	$7K	Hold	136	–	–	﹤0.01%	1660
2018 Q1	$5K	Sell	136 -6	-4%	-$227	﹤0.01%	1805
2017 Q4	$5K	Buy	142 +94	+196%	+$3.45K	﹤0.01%	1823
2017 Q3	$2K	Buy	48 +40	+500%	+$1.32K	﹤0.01%	1977
2017 Q2	$0	Hold	8	–	–	﹤0.01%	2214
2017 Q1	$0	Hold	8	–	–	﹤0.01%	1949
2016 Q4	$0	Hold	8	–	–	﹤0.01%	1774
2016 Q3	$0	Hold	8	–	–	﹤0.01%	1752
2016 Q2	$0	Hold	8	–	–	﹤0.01%	1728
2016 Q1	$0	Sell	8 -8	-50%	-$193	﹤0.01%	1770
2015 Q4	$0	Buy	+16	New	+$406	﹤0.01%	1730

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EXPO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Exponent (EXPO) in Q2 2019, closing a stake of 926 shares — an estimated $53K sold.

Wealthspire Advisors (Maryland) first reported a position in EXPO in Q4 2015 and held it in 14 quarters. The position peaked at $53K in Q1 2019. 263 funds tracked by Wall St. Rank hold EXPO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Exponent position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 926 Exponent shares in Q2 2019, an estimated $53K.
Wealthspire Advisors (Maryland) first reported a position in Exponent in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Exponent position peaked at $53K in Q1 2019.
263 funds tracked by Wall St. Rank held Exponent as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.