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Baldwin Wealth Partners’s Exponent EXPO Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-553
Closed -$63.8K – 502
2024
Q3 		$63.8K Buy
+553
New +$57.9K ﹤0.01% 498
2024
Q1 		– Sell
-110
Closed -$9.68K – 707
2023
Q4 		$9.68K Hold
110
– – ﹤0.01% 579
2023
Q3 		$9.42K Hold
110
– – ﹤0.01% 584
2023
Q2 		$10.3K Hold
110
– – ﹤0.01% 592
2023
Q1 		$11K Hold
110
– – ﹤0.01% 608
2022
Q4 		$10.9K Buy
+110
New +$10.7K ﹤0.01% 602

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baldwin Wealth Partners's EXPO Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Exponent (EXPO) in Q4 2024, closing a stake of 553 shares — an estimated $63.8K sold.

Baldwin Wealth Partners first reported a position in EXPO in Q4 2022 and held it in 6 quarters. The position peaked at $63.8K in Q3 2024. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 553 Exponent shares in Q4 2024, an estimated $63.8K.
  • Baldwin Wealth Partners first reported a position in Exponent in Q4 2022 and held it in 6 quarters.
  • Baldwin Wealth Partners's Exponent position peaked at $63.8K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.