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YorkBridge Wealth Partners’s Exponent EXPO Stock Holding History

YorkBridge 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
2022
Q1 		– Sell
-2,761
Closed -$322K – 288
2021
Q4 		$322K Buy
2,761
+824
+43% +$96.8K 0.07% 227
2021
Q3 		$219K Buy
+1,937
New +$209K 0.06% 248

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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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

YorkBridge Wealth Partners's EXPO Position: Q1 2022 in Review

YorkBridge Wealth Partners sold out of Exponent (EXPO) in Q1 2022, closing a stake of 2,761 shares — an estimated $322K sold.

YorkBridge Wealth Partners first reported a position in EXPO in Q3 2021 and held it in 2 quarters. The position peaked at $322K in Q4 2021. 358 funds tracked by Wall St. Rank hold EXPO as of Q1 2022.

  • YorkBridge Wealth Partners reported no remaining Exponent position as of Q1 2022 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 2,761 Exponent shares in Q1 2022, an estimated $322K.
  • YorkBridge Wealth Partners first reported a position in Exponent in Q3 2021 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Exponent position peaked at $322K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Exponent as of Q1 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2022, filed 15 Apr 2022.