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Carolinas Wealth Consulting’s Exponent EXPO Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-7
Closed -$650 – 1081
2023
Q4 		$650 Hold
7
– – ﹤0.01% 884
2023
Q3 		$541 Hold
7
– – ﹤0.01% 921
2023
Q2 		$635 Hold
7
– – ﹤0.01% 967
2023
Q1 		$698 Hold
7
– – ﹤0.01% 947
2022
Q4 		$694 Buy
+7
New +$680 ﹤0.01% 953

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Carolinas Wealth Consulting's EXPO Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Exponent (EXPO) in Q1 2024, closing a stake of 7 shares — an estimated $650 sold.

Carolinas Wealth Consulting first reported a position in EXPO in Q4 2022 and held it in 5 quarters. The position peaked at $698 in Q1 2023. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 7 Exponent shares in Q1 2024, an estimated $650.
  • Carolinas Wealth Consulting first reported a position in Exponent in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Exponent position peaked at $698 in Q1 2023.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.