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IronBridge Private Wealth’s Exponent EXPO Stock Holding History

IronBridge Private Wealth’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
2022
Q1 		– Sell
-92
Closed -$11K – 116
2021
Q4 		$11K Hold
92
– – 0.01% 171
2021
Q3 		$10K Sell
92
-17
-16% -$1.83K 0.01% 150
2021
Q2 		$10K Hold
109
– – 0.01% 154
2021
Q1 		$11K Hold
109
– – 0.01% 150
2020
Q4 		$10K Buy
+109
New +$8.69K 0.01% 143

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IronBridge Private Wealth's EXPO Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Exponent (EXPO) in Q1 2022, closing a stake of 92 shares — an estimated $11K sold.

IronBridge Private Wealth first reported a position in EXPO in Q4 2020 and held it in 5 quarters. The position peaked at $11K in Q4 2021. 358 funds tracked by Wall St. Rank hold EXPO as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Exponent position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 92 Exponent shares in Q1 2022, an estimated $11K.
  • IronBridge Private Wealth first reported a position in Exponent in Q4 2020 and held it in 5 quarters.
  • IronBridge Private Wealth's Exponent position peaked at $11K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Exponent as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.