GoalVest Advisory’s Exponent EXPO Stock Holding History

GoalVest Advisory’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
2023 Q4	–	Sell	-121	Closed	-$10.4K	–	414
2023 Q3	$10.4K	Buy	121 +5	+4%	+$452	0.01%	278
2023 Q2	$10.8K	Buy	+116	New	+$10.9K	0.01%	246

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 $5.01B AUM 6.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GoalVest Advisory's EXPO Position: Q4 2023 in Review

GoalVest Advisory sold out of Exponent (EXPO) in Q4 2023, closing a stake of 121 shares — an estimated $10.4K sold.

GoalVest Advisory first reported a position in EXPO in Q2 2023 and held it in 2 quarters. The position peaked at $10.8K in Q2 2023. 354 funds tracked by Wall St. Rank hold EXPO as of Q4 2023.

GoalVest Advisory reported no remaining Exponent position as of Q4 2023 after selling out during the quarter.
GoalVest Advisory sold 121 Exponent shares in Q4 2023, an estimated $10.4K.
GoalVest Advisory first reported a position in Exponent in Q2 2023 and held it in 2 quarters.
GoalVest Advisory's Exponent position peaked at $10.8K in Q2 2023.
354 funds tracked by Wall St. Rank held Exponent as of Q4 2023.

Based on GoalVest Advisory's 13F filing for Q4 2023, filed 2 Jan 2024.