TWM
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Thrive Wealth Management’s Exponent EXPO Stock Holding History

Thrive 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
-2,091
Closed -$241K – 207
2024
Q3 		$241K Sell
2,091
-16
-0.8% -$1.67K 0.04% 190
2024
Q2 		$200K Buy
+2,107
New +$190K 0.04% 210
2023
Q3 		– Sell
-2,189
Closed -$204K – 174
2023
Q2 		$204K Buy
2,189
+55
+3% +$5.17K 0.05% 175
2023
Q1 		$213K Buy
2,134
+77
+4% +$7.84K 0.05% 163
2022
Q4 		$204K Buy
+2,057
New +$200K 0.06% 155

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

Thrive Wealth Management's EXPO Position: Q4 2024 in Review

Thrive Wealth Management sold out of Exponent (EXPO) in Q4 2024, closing a stake of 2,091 shares — an estimated $241K sold.

Thrive Wealth Management first reported a position in EXPO in Q4 2022 and held it in 5 quarters. The position peaked at $241K in Q3 2024. 369 funds tracked by Wall St. Rank hold EXPO as of Q4 2024.

  • Thrive Wealth Management reported no remaining Exponent position as of Q4 2024 after selling out during the quarter.
  • Thrive Wealth Management sold 2,091 Exponent shares in Q4 2024, an estimated $241K.
  • Thrive Wealth Management first reported a position in Exponent in Q4 2022 and held it in 5 quarters.
  • Thrive Wealth Management's Exponent position peaked at $241K in Q3 2024.
  • 369 funds tracked by Wall St. Rank held Exponent as of Q4 2024.

Based on Thrive Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.