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Laurel Wealth Advisors (California)’s Exponent EXPO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$910K Sell
9,180
-1,226
-12% -$119K 0.09% 232
2022
Q3 		$912K Buy
10,406
+3,184
+44% +$302K 0.1% 229
2022
Q2 		$661K Hold
7,222
– – 0.07% 295
2022
Q1 		$780K Hold
7,222
– – 0.06% 299
2021
Q4 		$843K Buy
+7,222
New +$849K 0.07% 309

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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EXPO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Exponent (EXPO) stake by 12% in Q4 2022, selling an estimated $119K and leaving 9,180 shares worth $910K. The position accounts for 0.09% of the portfolio, ranked #232.

Laurel Wealth Advisors (California) first reported a position in EXPO in Q4 2021 and has held it in 5 quarters since. The position peaked at $912K in Q3 2022. 351 funds tracked by Wall St. Rank hold EXPO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 9,180 shares of Exponent worth $910K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,226 Exponent shares in Q4 2022, an estimated $119K.
  • Exponent made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #232 holding.
  • Laurel Wealth Advisors (California) first reported a position in Exponent in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s Exponent position peaked at $912K in Q3 2022.
  • 351 funds tracked by Wall St. Rank held Exponent as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.