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Legacy Wealth Asset Management’s Exponent EXPO Stock Holding History

Legacy Wealth Asset 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
2024
Q1 		– Sell
-3,215
Closed -$283K – 347
2023
Q4 		$283K Sell
3,215
-1,419
-31% -$116K 0.09% 298
2023
Q3 		$397K Sell
4,634
-1,292
-22% -$117K 0.15% 246
2023
Q2 		$553K Sell
5,926
-53
-0.9% -$4.99K 0.19% 185
2023
Q1 		$596K Sell
5,979
-122
-2% -$12.4K 0.22% 157
2022
Q4 		$605K Buy
6,101
+136
+2% +$13.2K 0.23% 149
2022
Q3 		$523K Sell
5,965
-246
-4% -$23.3K 0.23% 154
2022
Q2 		$568K Buy
6,211
+152
+3% +$14.3K 0.23% 158
2022
Q1 		$655K Buy
6,059
+635
+12% +$61.2K 0.23% 161
2021
Q4 		$633K Sell
5,424
-676
-11% -$79.5K 0.21% 171
2021
Q3 		$690K Buy
6,100
+20
+0.3% +$2.16K 0.32% 132
2021
Q2 		$542K Sell
6,080
-59
-1% -$5.52K 0.24% 157
2021
Q1 		$598K Buy
6,139
+12
+0.2% +$1.13K 0.28% 146
2020
Q4 		$552K Buy
+6,127
New +$489K 0.28% 149

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Legacy Wealth Asset Management's EXPO Position: Q1 2024 in Review

Legacy Wealth Asset Management sold out of Exponent (EXPO) in Q1 2024, closing a stake of 3,215 shares — an estimated $283K sold.

Legacy Wealth Asset Management first reported a position in EXPO in Q4 2020 and held it in 13 quarters. The position peaked at $690K in Q3 2021. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • Legacy Wealth Asset Management reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 3,215 Exponent shares in Q1 2024, an estimated $283K.
  • Legacy Wealth Asset Management first reported a position in Exponent in Q4 2020 and held it in 13 quarters.
  • Legacy Wealth Asset Management's Exponent position peaked at $690K in Q3 2021.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2024, filed 19 Apr 2024.