Congress Wealth Management’s Exponent EXPO Stock Holding History

Congress 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
2024 Q4	–	Sell	-4,935	Closed	-$569K	–	885
2024 Q3	$569K	Buy	+4,935	New	+$516K	0.01%	619
2024 Q1	–	Sell	-16,977	Closed	-$1.49M	–	600
2023 Q4	$1.49M	Sell	16,977 -1,365	-7%	-$112K	0.03%	347
2023 Q3	$1.57M	Buy	18,342 +1,178	+7%	+$107K	0.03%	330
2023 Q2	$1.6M	Buy	17,164 +625	+4%	+$58.8K	0.04%	294
2023 Q1	$1.65M	Buy	16,539 +1,218	+8%	+$124K	0.04%	293
2022 Q4	$1.52M	Buy	15,321 +1,469	+11%	+$143K	0.04%	292
2022 Q3	$1.22M	Buy	13,852 +2,439	+21%	+$231K	0.03%	317
2022 Q2	$1.04M	Buy	11,413 +1,087	+11%	+$102K	0.03%	330
2022 Q1	$1.12M	Buy	10,326 +1,468	+17%	+$142K	0.02%	337
2021 Q4	$1.03M	Buy	+8,858	New	+$1.04M	0.02%	368

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Congress Wealth Management's EXPO Position: Q4 2024 in Review

Congress Wealth Management sold out of Exponent (EXPO) in Q4 2024, closing a stake of 4,935 shares — an estimated $569K sold.

Congress Wealth Management first reported a position in EXPO in Q4 2021 and held it in 10 quarters. The position peaked at $1.65M in Q1 2023. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

Congress Wealth Management reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
Congress Wealth Management sold 4,935 Exponent shares in Q4 2024, an estimated $569K.
Congress Wealth Management first reported a position in Exponent in Q4 2021 and held it in 10 quarters.
Congress Wealth Management's Exponent position peaked at $1.65M in Q1 2023.
369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.