Baystate Wealth Management’s Exponent EXPO Stock Holding History

Baystate 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 Q4	$353	Hold	4	–	–	﹤0.01%	1225
2023 Q3	$343	Hold	4	–	–	﹤0.01%	960
2023 Q2	$374	Hold	4	–	–	﹤0.01%	986
2023 Q1	$400	Hold	4	–	–	﹤0.01%	978
2022 Q4	$0	Hold	4	–	–	﹤0.01%	947
2022 Q3	$0	Hold	4	–	–	﹤0.01%	900
2022 Q2	$0	Hold	4	–	–	﹤0.01%	913
2022 Q1	$0	Hold	4	–	–	﹤0.01%	893
2021 Q4	$0	Hold	4	–	–	﹤0.01%	897
2021 Q3	$0	Hold	4	–	–	﹤0.01%	847
2021 Q2	$0	Hold	4	–	–	﹤0.01%	812
2021 Q1	$0	Buy	+4	New	+$375	﹤0.01%	749

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baystate Wealth Management's EXPO Position: Q4 2023 in Review

Baystate Wealth Management held its Exponent (EXPO) position steady in Q4 2023 at 4 shares worth $353. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Baystate Wealth Management first reported a position in EXPO in Q1 2021 and has held it in 12 quarters since. The position peaked at $400 in Q1 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q4 2023.

Baystate Wealth Management held 4 shares of Exponent worth $353 as of Q4 2023.
Baystate Wealth Management left its Exponent share count unchanged in Q4 2023.
Exponent made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1225 holding.
Baystate Wealth Management first reported a position in Exponent in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's Exponent position peaked at $400 in Q1 2023.
354 funds tracked by Wall St. Rank held Exponent as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.