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HC Financial Advisors’s Exponent EXPO Stock Holding History

HC Financial Advisors’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
Q1 		– Sell
-76
Closed -$9K – 318
2021
Q4 		$9K Hold
76
– – 0.01% 255
2021
Q3 		$9K Hold
76
– – 0.01% 246
2021
Q2 		$7K Hold
76
– – ﹤0.01% 266
2021
Q1 		$7K Hold
76
– – ﹤0.01% 277
2020
Q4 		$7K Hold
76
– – ﹤0.01% 287
2020
Q3 		$5K Hold
76
– – ﹤0.01% 311
2020
Q2 		$6K Hold
76
– – ﹤0.01% 275
2020
Q1 		$5K Buy
+76
New +$5.52K ﹤0.01% 295

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
Neuberger Berman Group
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
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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HC Financial Advisors's EXPO Position: Q1 2022 in Review

HC Financial Advisors sold out of Exponent (EXPO) in Q1 2022, closing a stake of 76 shares — an estimated $9K sold.

HC Financial Advisors first reported a position in EXPO in Q1 2020 and held it in 8 quarters. The position peaked at $9K in Q4 2021. 358 funds tracked by Wall St. Rank hold EXPO as of Q1 2022.

  • HC Financial Advisors reported no remaining Exponent position as of Q1 2022 after selling out during the quarter.
  • HC Financial Advisors sold 76 Exponent shares in Q1 2022, an estimated $9K.
  • HC Financial Advisors first reported a position in Exponent in Q1 2020 and held it in 8 quarters.
  • HC Financial Advisors's Exponent position peaked at $9K in Q4 2021.
  • 358 funds tracked by Wall St. Rank held Exponent as of Q1 2022.

Based on HC Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.