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Baker Tilly Wealth Management’s Exponent EXPO Stock Holding History

Baker Tilly Wealth 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
Q3 		– Sell
-2,270
Closed -$212K – 495
2023
Q2 		$212K Sell
2,270
-31
-1% -$2.92K 0.02% 514
2023
Q1 		$229K Buy
+2,301
New +$234K 0.03% 497

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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Baker Tilly Wealth Management's EXPO Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Exponent (EXPO) in Q3 2023, closing a stake of 2,270 shares — an estimated $212K sold.

Baker Tilly Wealth Management first reported a position in EXPO in Q1 2023 and held it in 2 quarters. The position peaked at $229K in Q1 2023. 356 funds tracked by Wall St. Rank hold EXPO as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Exponent position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,270 Exponent shares in Q3 2023, an estimated $212K.
  • Baker Tilly Wealth Management first reported a position in Exponent in Q1 2023 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Exponent position peaked at $229K in Q1 2023.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.