LWM
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Liberty Wealth Management’s Exponent EXPO Stock Holding History

Liberty 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
2021
Q4 		– Sell
-142
Closed -$17K – 468
2021
Q3 		$17K Buy
142
+133
+1,478% +$14.3K 0.01% 693
2021
Q2 		$1K Buy
+9
New +$843 ﹤0.01% 987

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's EXPO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Exponent (EXPO) in Q4 2021, closing a stake of 142 shares — an estimated $17K sold.

Liberty Wealth Management first reported a position in EXPO in Q2 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 364 funds tracked by Wall St. Rank hold EXPO as of Q4 2021.

  • Liberty Wealth Management reported no remaining Exponent position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 142 Exponent shares in Q4 2021, an estimated $17K.
  • Liberty Wealth Management first reported a position in Exponent in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Exponent position peaked at $17K in Q3 2021.
  • 364 funds tracked by Wall St. Rank held Exponent as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.