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Destiny Wealth Partners’s Exponent EXPO Stock Holding History

Destiny Wealth Partners’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
2026
Q1 		$8.29K Buy
+127
New +$9.03K ﹤0.01% 942
2022
Q1 		– Sell
-48
Closed -$6K – 560
2021
Q4 		$6K Hold
48
– – ﹤0.01% 473
2021
Q3 		$5K Buy
+48
New +$5.18K ﹤0.01% 455
2021
Q2 		– Sell
-48
Closed -$5K – 288
2021
Q1 		$5K Hold
48
– – ﹤0.01% 454
2020
Q4 		$4K Buy
+48
New +$3.83K ﹤0.01% 458

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return