TWC
EXPO icon

TD Waterhouse Canada’s Exponent EXPO Stock Holding History

TD Waterhouse Canada’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
-50
Closed -$4.26K – 1738
2023
Q3 		$4.26K Hold
50
– – ﹤0.01% 1393
2023
Q2 		$4.66K Hold
50
– – ﹤0.01% 1407
2023
Q1 		$4.96K Hold
50
– – ﹤0.01% 1373
2022
Q4 		$4.95K Hold
50
– – ﹤0.01% 1352
2022
Q3 		$4.48K Hold
50
– – ﹤0.01% 1380
2022
Q2 		$4.58K Sell
50
-187
-79% -$17.6K ﹤0.01% 1410
2022
Q1 		$28K Buy
237
+18
+8% +$1.74K ﹤0.01% 1098
2021
Q4 		$26.9K Buy
+219
New +$25.7K ﹤0.01% 1143

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

TD Waterhouse Canada's EXPO Position: Q4 2023 in Review

TD Waterhouse Canada sold out of Exponent (EXPO) in Q4 2023, closing a stake of 50 shares — an estimated $4.26K sold.

TD Waterhouse Canada first reported a position in EXPO in Q4 2021 and held it in 8 quarters. The position peaked at $28K in Q1 2022. 354 funds tracked by Wall St. Rank hold EXPO as of Q4 2023.

  • TD Waterhouse Canada reported no remaining Exponent position as of Q4 2023 after selling out during the quarter.
  • TD Waterhouse Canada sold 50 Exponent shares in Q4 2023, an estimated $4.26K.
  • TD Waterhouse Canada first reported a position in Exponent in Q4 2021 and held it in 8 quarters.
  • TD Waterhouse Canada's Exponent position peaked at $28K in Q1 2022.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q4 2023.

Based on TD Waterhouse Canada's 13F filing for Q4 2023, filed 12 Feb 2024.