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DFPG Investments’s Exponent EXPO Stock Holding History

DFPG Investments’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
2023
Q4 		$226K Buy
+2,636
New +$216K 0.02% 582

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

DFPG Investments's EXPO Position: Q4 2023 in Review

DFPG Investments opened a new position in Exponent (EXPO) in Q4 2023: 2,636 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #582 among its holdings.

354 funds tracked by Wall St. Rank hold EXPO as of Q4 2023.

  • DFPG Investments held 2,636 shares of Exponent worth $226K as of Q4 2023.
  • Exponent was a new DFPG Investments position in Q4 2023.
  • Exponent made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #582 holding.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.