TWM
EXPO icon

Tradition Wealth Management’s Exponent EXPO Stock Holding History

Tradition 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
Q1 		– Sell
-957
Closed -$84K – 646
2023
Q4 		$84K Buy
957
+3
+0.3% +$246 0.01% 514
2023
Q3 		$82K Buy
954
+3
+0.3% +$271 0.01% 485
2023
Q2 		$89K Buy
951
+2
+0.2% +$188 0.01% 477
2023
Q1 		$95K Buy
949
+3
+0.3% +$305 0.01% 456
2022
Q4 		$94K Hold
946
– – 0.01% 394
2022
Q3 		$83K Buy
+946
New +$89.7K 0.01% 394

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Tradition Wealth Management's EXPO Position: Q1 2024 in Review

Tradition Wealth Management sold out of Exponent (EXPO) in Q1 2024, closing a stake of 957 shares — an estimated $84K sold.

Tradition Wealth Management first reported a position in EXPO in Q3 2022 and held it in 6 quarters. The position peaked at $95K in Q1 2023. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • Tradition Wealth Management reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 957 Exponent shares in Q1 2024, an estimated $84K.
  • Tradition Wealth Management first reported a position in Exponent in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Exponent position peaked at $95K in Q1 2023.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.