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LGT Financial Advisors’s Exponent EXPO Stock Holding History

LGT Financial Advisors’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
2025
Q1 		– Sell
-202
Closed -$18K – 449
2024
Q4 		$18K Hold
202
– – 0.04% 332
2024
Q3 		$23.3K Hold
202
– – 0.06% 252
2024
Q2 		$19.2K Hold
202
– – 0.04% 311
2024
Q1 		$16.7K Hold
202
– – 0.02% 397
2023
Q4 		$17.8K Hold
202
– – 0.02% 377
2023
Q3 		$17.3K Buy
+202
New +$18.3K 0.02% 370

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

LGT Financial Advisors's EXPO Position: Q1 2025 in Review

LGT Financial Advisors sold out of Exponent (EXPO) in Q1 2025, closing a stake of 202 shares — an estimated $18K sold.

LGT Financial Advisors first reported a position in EXPO in Q3 2023 and held it in 6 quarters. The position peaked at $23.3K in Q3 2024. 393 funds tracked by Wall St. Rank hold EXPO as of Q1 2025.

  • LGT Financial Advisors reported no remaining Exponent position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 202 Exponent shares in Q1 2025, an estimated $18K.
  • LGT Financial Advisors first reported a position in Exponent in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Exponent position peaked at $23.3K in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Exponent as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.