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Bartlett & Co Wealth Management’s Exponent EXPO Stock Holding History

Bartlett & Co 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
2021
Q1 		– Sell
-38
Closed -$3.42K – 1136
2020
Q4 		$3.42K Buy
+38
New +$3.03K ﹤0.01% 841

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bartlett & Co Wealth Management's EXPO Position: Q1 2021 in Review

Bartlett & Co Wealth Management sold out of Exponent (EXPO) in Q1 2021, closing a stake of 38 shares — an estimated $3.42K sold.

Bartlett & Co Wealth Management first reported a position in EXPO in Q4 2020 and held it in 1 quarter. The position peaked at $3.42K in Q4 2020. 314 funds tracked by Wall St. Rank hold EXPO as of Q1 2021.

  • Bartlett & Co Wealth Management reported no remaining Exponent position as of Q1 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 38 Exponent shares in Q1 2021, an estimated $3.42K.
  • Bartlett & Co Wealth Management first reported a position in Exponent in Q4 2020 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Exponent position peaked at $3.42K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Exponent as of Q1 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2021, filed 14 Feb 2024.