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Perkins Coie Trust Company’s Exponent EXPO Stock Holding History

Perkins Coie Trust Company’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
2023
Q4 		– Sell
-79
Closed -$6.76K – 406
2023
Q3 		$6.76K Buy
+79
New +$7.14K ﹤0.01% 254

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Perkins Coie Trust Company's EXPO Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of Exponent (EXPO) in Q4 2023, closing a stake of 79 shares — an estimated $6.76K sold.

Perkins Coie Trust Company first reported a position in EXPO in Q3 2023 and held it in 1 quarter. The position peaked at $6.76K in Q3 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q4 2023.

  • Perkins Coie Trust Company reported no remaining Exponent position as of Q4 2023 after selling out during the quarter.
  • Perkins Coie Trust Company sold 79 Exponent shares in Q4 2023, an estimated $6.76K.
  • Perkins Coie Trust Company first reported a position in Exponent in Q3 2023 and held it in 1 quarter.
  • Perkins Coie Trust Company's Exponent position peaked at $6.76K in Q3 2023.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.