JOYN Advisors’s Exponent EXPO Stock Holding History

JOYN 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
2019 Q1	–	Sell	-5	Closed	–	–	526
2018 Q4	$0	Sell	5 -5	-50%	-$251	﹤0.01%	1788
2018 Q3	$1K	Buy	10 +5	+100%	+$256	﹤0.01%	1596
2018 Q2	$0	Buy	+5	New	+$229	﹤0.01%	1773

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JOYN Advisors's EXPO Position: Q1 2019 in Review

JOYN Advisors sold out of Exponent (EXPO) in Q1 2019, closing a stake of 5 shares.

JOYN Advisors first reported a position in EXPO in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 265 funds tracked by Wall St. Rank hold EXPO as of Q1 2019.

JOYN Advisors reported no remaining Exponent position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 5 Exponent shares in Q1 2019.
JOYN Advisors first reported a position in Exponent in Q2 2018 and held it in 3 quarters.
JOYN Advisors's Exponent position peaked at $1K in Q3 2018.
265 funds tracked by Wall St. Rank held Exponent as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.