TWP
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TFO Wealth Partners’s Exponent EXPO Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$83 – 284
2024
Q1 		$83 Hold
1
– – ﹤0.01% 666
2023
Q4 		$88 Sell
1
-11
-92% -$901 ﹤0.01% 811
2023
Q3 		$1.12K Buy
12
+11
+1,100% +$995 ﹤0.01% 264
2023
Q2 		$93 Hold
1
– – ﹤0.01% 676
2023
Q1 		$100 Hold
1
– – ﹤0.01% 644
2022
Q4 		$16 Buy
+1
New +$97 ﹤0.01% 911

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

TFO Wealth Partners's EXPO Position: Q2 2024 in Review

TFO Wealth Partners sold out of Exponent (EXPO) in Q2 2024, closing a stake of 1 share — an estimated $83 sold.

TFO Wealth Partners first reported a position in EXPO in Q4 2022 and held it in 6 quarters. The position peaked at $1.12K in Q3 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q2 2024.

  • TFO Wealth Partners reported no remaining Exponent position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Exponent share in Q2 2024, an estimated $83.
  • TFO Wealth Partners first reported a position in Exponent in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Exponent position peaked at $1.12K in Q3 2023.
  • 354 funds tracked by Wall St. Rank held Exponent as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.