CWM
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Castle Wealth Management’s Exponent EXPO Stock Holding History

Castle 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
2022
Q4 		– Sell
-81
Closed -$7K – 279
2022
Q3 		$7K Hold
81
– – ﹤0.01% 462
2022
Q2 		$7K Buy
+81
New +$7.63K ﹤0.01% 447

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
Neuberger Berman Group
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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Castle Wealth Management's EXPO Position: Q4 2022 in Review

Castle Wealth Management sold out of Exponent (EXPO) in Q4 2022, closing a stake of 81 shares — an estimated $7K sold.

Castle Wealth Management first reported a position in EXPO in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 351 funds tracked by Wall St. Rank hold EXPO as of Q4 2022.

  • Castle Wealth Management reported no remaining Exponent position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 81 Exponent shares in Q4 2022, an estimated $7K.
  • Castle Wealth Management first reported a position in Exponent in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Exponent position peaked at $7K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held Exponent as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.