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Robertson Stephens Wealth Management’s Exponent EXPO Stock Holding History

Robertson Stephens 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
2024
Q4 		– Sell
-4,103
Closed -$473K – 591
2024
Q3 		$473K Buy
+4,103
New +$429K 0.02% 428

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Robertson Stephens Wealth Management's EXPO Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Exponent (EXPO) in Q4 2024, closing a stake of 4,103 shares — an estimated $473K sold.

Robertson Stephens Wealth Management first reported a position in EXPO in Q3 2024 and held it in 1 quarter. The position peaked at $473K in Q3 2024. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 4,103 Exponent shares in Q4 2024, an estimated $473K.
  • Robertson Stephens Wealth Management first reported a position in Exponent in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Exponent position peaked at $473K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.