CPC
EXPO icon

Consolidated Planning Corp’s Exponent EXPO Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-36
Closed -$4K – 192
2021
Q3 		$4K Buy
+36
New +$3.88K ﹤0.01% 374

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Consolidated Planning Corp's EXPO Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Exponent (EXPO) in Q4 2021, closing a stake of 36 shares — an estimated $4K sold.

Consolidated Planning Corp first reported a position in EXPO in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 364 funds tracked by Wall St. Rank hold EXPO as of Q4 2021.

  • Consolidated Planning Corp reported no remaining Exponent position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 36 Exponent shares in Q4 2021, an estimated $4K.
  • Consolidated Planning Corp first reported a position in Exponent in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's Exponent position peaked at $4K in Q3 2021.
  • 364 funds tracked by Wall St. Rank held Exponent as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.