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Connectus Wealth’s Exponent EXPO Stock Holding History

Connectus Wealth’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 		$910K Hold
11,000
– – 0.02% 237
2023
Q4 		$969K Hold
11,000
– – 0.02% 334
2023
Q3 		$942K Hold
11,000
– – 0.02% 318
2023
Q2 		$1.03M Hold
11,000
– – 0.02% 278
2023
Q1 		$1.1M Hold
11,000
– – 0.03% 278
2022
Q4 		$1.09M Hold
11,000
– – 0.03% 278
2022
Q3 		$964K Hold
11,000
– – 0.02% 341
2022
Q2 		$1.01M Buy
11,000
+2,200
+25% +$207K 0.02% 276
2022
Q1 		$1.03M Hold
8,800
– – 0.03% 241
2021
Q4 		$1.03M Buy
+8,800
New +$1.03M 0.04% 218

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

Connectus Wealth's EXPO Position: Q1 2024 in Review

Connectus Wealth held its Exponent (EXPO) position steady in Q1 2024 at 11,000 shares worth $910K. The position accounts for 0.02% of the portfolio, ranked #237.

Connectus Wealth first reported a position in EXPO in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.1M in Q1 2023. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • Connectus Wealth held 11,000 shares of Exponent worth $910K as of Q1 2024.
  • Connectus Wealth left its Exponent share count unchanged in Q1 2024.
  • Exponent made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #237 holding.
  • Connectus Wealth first reported a position in Exponent in Q4 2021 and has held it in 10 quarters since.
  • Connectus Wealth's Exponent position peaked at $1.1M in Q1 2023.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.