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Focus Financial Network’s Exponent EXPO Stock Holding History

Focus Financial Network’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
-2,489
Closed -$219K – 661
2023
Q4 		$219K Buy
+2,489
New +$204K 0.01% 655
2022
Q1 		– Sell
-3,267
Closed -$381K – 543
2021
Q4 		$381K Buy
3,267
+34
+1% +$4K 0.06% 255
2021
Q3 		$366K Hold
3,233
– – 0.05% 309
2021
Q2 		$288K Sell
3,233
-113
-3% -$10.6K 0.04% 344
2021
Q1 		$326K Buy
+3,346
New +$314K 0.04% 326

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

Focus Financial Network's EXPO Position: Q1 2024 in Review

Focus Financial Network sold out of Exponent (EXPO) in Q1 2024, closing a stake of 2,489 shares — an estimated $219K sold.

Focus Financial Network first reported a position in EXPO in Q1 2021 and held it in 5 quarters. The position peaked at $381K in Q4 2021. 329 funds tracked by Wall St. Rank hold EXPO as of Q1 2024.

  • Focus Financial Network reported no remaining Exponent position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 2,489 Exponent shares in Q1 2024, an estimated $219K.
  • Focus Financial Network first reported a position in Exponent in Q1 2021 and held it in 5 quarters.
  • Focus Financial Network's Exponent position peaked at $381K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held Exponent as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.