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Donaldson Capital Management’s Expion360 XPON Stock Holding History

Donaldson Capital Management’s Portfolio XPON Stock Details XPON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-310
Closed -$19.2K – 225
2024
Q3 		$19.2K Buy
+310
New +$129K ﹤0.01% 214

Other funds holding XPON

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Donaldson Capital Management's XPON Position: Q4 2024 in Review

Donaldson Capital Management sold out of Expion360 (XPON) in Q4 2024, closing a stake of 310 shares — an estimated $19.2K sold.

Donaldson Capital Management first reported a position in XPON in Q3 2024 and held it in 1 quarter. The position peaked at $19.2K in Q3 2024. 5 funds tracked by Wall St. Rank hold XPON as of Q4 2024.

  • Donaldson Capital Management reported no remaining Expion360 position as of Q4 2024 after selling out during the quarter.
  • Donaldson Capital Management sold 310 Expion360 shares in Q4 2024, an estimated $19.2K.
  • Donaldson Capital Management first reported a position in Expion360 in Q3 2024 and held it in 1 quarter.
  • Donaldson Capital Management's Expion360 position peaked at $19.2K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held Expion360 as of Q4 2024.

Based on Donaldson Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.