BAAM
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Baker Avenue Asset Management’s Exponent EXPO Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-400
Closed -$34.2K – 725
2023
Q3 		$34.2K Buy
400
+60
+18% +$5.43K ﹤0.01% 570
2023
Q2 		$31.7K Sell
340
-207
-38% -$19.5K ﹤0.01% 589
2023
Q1 		$54.5K Hold
547
– – ﹤0.01% 518
2022
Q4 		$54.2K Buy
+547
New +$53.1K ﹤0.01% 484

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baker Avenue Asset Management's EXPO Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Exponent (EXPO) in Q4 2023, closing a stake of 400 shares — an estimated $34.2K sold.

Baker Avenue Asset Management first reported a position in EXPO in Q4 2022 and held it in 4 quarters. The position peaked at $54.5K in Q1 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Exponent position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 400 Exponent shares in Q4 2023, an estimated $34.2K.
  • Baker Avenue Asset Management first reported a position in Exponent in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Exponent position peaked at $54.5K in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.