FANJ
EXPO icon

Financial Architects (New Jersey)’s Exponent EXPO Stock Holding History

Financial Architects (New Jersey)’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
2021
Q3 		– Sell
-2,332
Closed -$208K – 339
2021
Q2 		$208K Hold
2,332
– – 0.03% 325
2021
Q1 		$227K Hold
2,332
– – 0.04% 304
2020
Q4 		$210K Buy
+2,332
New +$186K 0.04% 289
2020
Q3 		– Sell
-2,332
Closed -$189K – 429
2020
Q2 		$189K Sell
2,332
-1,710
-42% -$123K 0.04% 251
2020
Q1 		$291K Buy
4,042
+3,710
+1,117% +$269K 0.08% 172
2019
Q4 		$23K Hold
332
– – 0.01% 551
2019
Q3 		$23K Hold
332
– – 0.01% 571
2019
Q2 		$19K Hold
332
– – ﹤0.01% 727
2019
Q1 		$19K Hold
332
– – ﹤0.01% 900
2018
Q4 		$17K Hold
332
– – ﹤0.01% 841
2018
Q3 		$18K Hold
332
– – ﹤0.01% 952
2018
Q2 		$16K Hold
332
– – ﹤0.01% 859
2018
Q1 		$13K Sell
332
-2,450
-88% -$92.6K ﹤0.01% 994
2017
Q4 		$99K Buy
2,782
+450
+19% +$16.5K 0.02% 493
2017
Q3 		$86K Hold
2,332
– – 0.02% 531
2017
Q2 		$68K Hold
2,332
– – 0.01% 574
2017
Q1 		$69K Hold
2,332
– – 0.01% 566
2016
Q4 		$70K Buy
2,332
+332
+17% +$9.63K 0.02% 479
2016
Q3 		$51K Hold
2,000
– – 0.01% 565
2016
Q2 		$58K Buy
+2,000
New +$52K 0.02% 505

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return