FourThought Financial’s Exponent EXPO Stock Holding History

FourThought Financial’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 Q3	$12K	Hold	142	–	–	﹤0.01%	990
2022 Q2	$13K	Hold	142	–	–	﹤0.01%	958
2022 Q1	$15K	Hold	142	–	–	﹤0.01%	969
2021 Q4	$17K	Hold	142	–	–	﹤0.01%	958
2021 Q3	$16K	Hold	142	–	–	﹤0.01%	997
2021 Q2	$12K	Hold	142	–	–	﹤0.01%	1064
2021 Q1	$13K	Hold	142	–	–	﹤0.01%	1001
2020 Q4	$12K	Buy	+142	New	+$11.3K	﹤0.01%	985

Other funds holding EXPO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CCA

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FourThought Financial's EXPO Position: Q3 2022 in Review

FourThought Financial held its Exponent (EXPO) position steady in Q3 2022 at 142 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

FourThought Financial first reported a position in EXPO in Q4 2020 and has held it in 8 quarters since. The position peaked at $17K in Q4 2021. 350 funds tracked by Wall St. Rank hold EXPO as of Q3 2022.

FourThought Financial held 142 shares of Exponent worth $12K as of Q3 2022.
FourThought Financial left its Exponent share count unchanged in Q3 2022.
Exponent made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #990 holding.
FourThought Financial first reported a position in Exponent in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Exponent position peaked at $17K in Q4 2021.
350 funds tracked by Wall St. Rank held Exponent as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.