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FormulaFolio Investments’s Exponent EXPO Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-3,015
Closed -$271K – 565
2020
Q4 		$271K Buy
+3,015
New +$240K 0.01% 550

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FormulaFolio Investments's EXPO Position: Q1 2021 in Review

FormulaFolio Investments sold out of Exponent (EXPO) in Q1 2021, closing a stake of 3,015 shares — an estimated $271K sold.

FormulaFolio Investments first reported a position in EXPO in Q4 2020 and held it in 1 quarter. The position peaked at $271K in Q4 2020. 314 funds tracked by Wall St. Rank hold EXPO as of Q1 2021.

  • FormulaFolio Investments reported no remaining Exponent position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 3,015 Exponent shares in Q1 2021, an estimated $271K.
  • FormulaFolio Investments first reported a position in Exponent in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Exponent position peaked at $271K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held Exponent as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.