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Cary Street Partners Investment Advisory’s Exponent EXPO Stock Holding History

Cary Street Partners Investment Advisory’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 		– Sell
-55
Closed -$4.71K – 995
2023
Q3 		$4.71K Hold
55
– – ﹤0.01% 1502
2023
Q2 		$5.13K Hold
55
– – ﹤0.01% 1407
2023
Q1 		$5.48K Buy
55
+5
+10% +$509 ﹤0.01% 1299
2022
Q4 		$4.96K Buy
+50
New +$4.86K ﹤0.01% 1334

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 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

Cary Street Partners Investment Advisory's EXPO Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Exponent (EXPO) in Q4 2023, closing a stake of 55 shares — an estimated $4.71K sold.

Cary Street Partners Investment Advisory first reported a position in EXPO in Q4 2022 and held it in 4 quarters. The position peaked at $5.48K in Q1 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Exponent position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 55 Exponent shares in Q4 2023, an estimated $4.71K.
  • Cary Street Partners Investment Advisory first reported a position in Exponent in Q4 2022 and held it in 4 quarters.
  • Cary Street Partners Investment Advisory's Exponent position peaked at $5.48K in Q1 2023.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.