WealthTrust-Arizona’s Exponent EXPO Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$17K	Sell	326 -2	-0.6%	-$100	0.01%	295
2018 Q3	$18K	Hold	328	–	–	0.01%	301
2018 Q2	$16K	Sell	328 -44	-12%	-$2.02K	0.01%	309
2018 Q1	$15K	Hold	372	–	–	0.01%	335
2017 Q4	$13K	Hold	372	–	–	0.01%	363
2017 Q3	$14K	Hold	372	–	–	0.01%	335
2017 Q2	$11K	Hold	372	–	–	0.01%	376
2017 Q1	$11K	Hold	372	–	–	0.01%	370
2016 Q4	$11K	Buy	+372	New	+$10.8K	0.01%	359

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

WealthTrust-Arizona's EXPO Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Exponent (EXPO) stake by 0.61% in Q4 2018, selling an estimated $100 and leaving 326 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #295.

WealthTrust-Arizona first reported a position in EXPO in Q4 2016 and has held it in 9 quarters since. The position peaked at $18K in Q3 2018. 248 funds tracked by Wall St. Rank hold EXPO as of Q4 2018.

WealthTrust-Arizona held 326 shares of Exponent worth $17K as of Q4 2018.
WealthTrust-Arizona sold 2 Exponent shares in Q4 2018, an estimated $100.
Exponent made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #295 holding.
WealthTrust-Arizona first reported a position in Exponent in Q4 2016 and has held it in 9 quarters since.
WealthTrust-Arizona's Exponent position peaked at $18K in Q3 2018.
248 funds tracked by Wall St. Rank held Exponent as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.