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Golden State Equity Partners’s Exponent EXPO Stock Holding History

Golden State Equity 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
2024
Q4 		– Sell
-274
Closed -$31.6K – 587
2024
Q3 		$31.6K Buy
+274
New +$28.7K 0.02% 451

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Vanguard Group
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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Golden State Equity Partners's EXPO Position: Q4 2024 in Review

Golden State Equity Partners sold out of Exponent (EXPO) in Q4 2024, closing a stake of 274 shares — an estimated $31.6K sold.

Golden State Equity Partners first reported a position in EXPO in Q3 2024 and held it in 1 quarter. The position peaked at $31.6K in Q3 2024. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • Golden State Equity Partners reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 274 Exponent shares in Q4 2024, an estimated $31.6K.
  • Golden State Equity Partners first reported a position in Exponent in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Exponent position peaked at $31.6K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.