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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Financial Architects (New Jersey)'s EXPO Position: Q3 2021 in Review

Financial Architects (New Jersey) sold out of Exponent (EXPO) in Q3 2021, closing a stake of 2,332 shares — an estimated $208K sold.

Financial Architects (New Jersey) first reported a position in EXPO in Q2 2016 and held it in 20 quarters. The position peaked at $291K in Q1 2020. 339 funds tracked by Wall St. Rank hold EXPO as of Q3 2021.

Financial Architects (New Jersey) reported no remaining Exponent position as of Q3 2021 after selling out during the quarter.
Financial Architects (New Jersey) sold 2,332 Exponent shares in Q3 2021, an estimated $208K.
Financial Architects (New Jersey) first reported a position in Exponent in Q2 2016 and held it in 20 quarters.
Financial Architects (New Jersey)'s Exponent position peaked at $291K in Q1 2020.
339 funds tracked by Wall St. Rank held Exponent as of Q3 2021.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2021, filed 12 Nov 2021.