CWM
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Curi Wealth Management’s Exponent EXPO Stock Holding History

Curi 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
Q3 		– Sell
-97
Closed -$9K – 361
2022
Q2 		$9K Hold
97
– – ﹤0.01% 384
2022
Q1 		$10K Hold
97
– – ﹤0.01% 358
2021
Q4 		$11K Buy
+97
New +$11.4K ﹤0.01% 307
2021
Q1 		– Sell
-97
Closed -$8K – 227
2020
Q4 		$8K Buy
+97
New +$7.74K 0.01% 276

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

Curi Wealth Management's EXPO Position: Q3 2022 in Review

Curi Wealth Management sold out of Exponent (EXPO) in Q3 2022, closing a stake of 97 shares — an estimated $9K sold.

Curi Wealth Management first reported a position in EXPO in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 349 funds tracked by Wall St. Rank hold EXPO as of Q3 2022.

  • Curi Wealth Management reported no remaining Exponent position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 97 Exponent shares in Q3 2022, an estimated $9K.
  • Curi Wealth Management first reported a position in Exponent in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Exponent position peaked at $11K in Q4 2021.
  • 349 funds tracked by Wall St. Rank held Exponent as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.