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Johanson Financial Advisors’s Exponent EXPO Stock Holding History

Johanson 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
2020
Q1 		– Sell
-12,825
Closed -$186K – 138
2019
Q4 		$186K Buy
+12,825
New +$847K 0.01% 243

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
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Johanson Financial Advisors's EXPO Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Exponent (EXPO) in Q1 2020, closing a stake of 12,825 shares — an estimated $186K sold.

Johanson Financial Advisors first reported a position in EXPO in Q4 2019 and held it in 1 quarter. The position peaked at $186K in Q4 2019. 274 funds tracked by Wall St. Rank hold EXPO as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Exponent position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 12,825 Exponent shares in Q1 2020, an estimated $186K.
  • Johanson Financial Advisors first reported a position in Exponent in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Exponent position peaked at $186K in Q4 2019.
  • 274 funds tracked by Wall St. Rank held Exponent as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.