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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
-186
Closed -$12.8K – 138
2019
Q4 		$12.8K Buy
+186
New +$12.3K 0.01% 247

Other funds holding EXPO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
Conestoga Capital Advisors
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Riverbridge Partners
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 186 shares — an estimated $12.8K sold.

Johanson Financial Advisors first reported a position in EXPO in Q4 2019 and held it in 1 quarter. The position peaked at $12.8K 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 186 Exponent shares in Q1 2020, an estimated $12.8K.
  • 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 $12.8K 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.