HWM
EXPO icon

HighMark Wealth Management’s Exponent EXPO Stock Holding History

HighMark 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
2023
Q2 		– Sell
-114
Closed -$11.4K – 586
2023
Q1 		$11.4K Buy
+114
New +$11.6K 0.01% 279

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

HighMark Wealth Management's EXPO Position: Q2 2023 in Review

HighMark Wealth Management sold out of Exponent (EXPO) in Q2 2023, closing a stake of 114 shares — an estimated $11.4K sold.

HighMark Wealth Management first reported a position in EXPO in Q1 2023 and held it in 1 quarter. The position peaked at $11.4K in Q1 2023. 356 funds tracked by Wall St. Rank hold EXPO as of Q2 2023.

  • HighMark Wealth Management reported no remaining Exponent position as of Q2 2023 after selling out during the quarter.
  • HighMark Wealth Management sold 114 Exponent shares in Q2 2023, an estimated $11.4K.
  • HighMark Wealth Management first reported a position in Exponent in Q1 2023 and held it in 1 quarter.
  • HighMark Wealth Management's Exponent position peaked at $11.4K in Q1 2023.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q2 2023.

Based on HighMark Wealth Management's 13F filing for Q2 2023, filed 26 Jul 2023.