Magnus Financial Group’s Exponent EXPO Stock Holding History

Magnus Financial Group’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
2021 Q1	–	Sell	-2,302	Closed	-$207K	–	273
2020 Q4	$207K	Buy	+2,302	New	+$184K	0.02%	305
2020 Q3	–	Sell	-4,756	Closed	-$385K	–	424
2020 Q2	$385K	Buy	4,756 +169	+4%	+$12.2K	0.04%	239
2020 Q1	$330K	Buy	4,587 +61	+1%	+$4.43K	0.05%	242
2019 Q4	$312K	Hold	4,526	–	–	0.04%	285
2019 Q3	$316K	Hold	4,526	–	–	0.06%	235
2019 Q2	$265K	Hold	4,526	–	–	0.05%	317
2019 Q1	$261K	Hold	4,526	–	–	0.05%	302
2018 Q4	$230K	Buy	+4,526	New	+$227K	0.06%	296

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Magnus Financial Group's EXPO Position: Q1 2021 in Review

Magnus Financial Group sold out of Exponent (EXPO) in Q1 2021, closing a stake of 2,302 shares — an estimated $207K sold.

Magnus Financial Group first reported a position in EXPO in Q4 2018 and held it in 8 quarters. The position peaked at $385K in Q2 2020. 314 funds tracked by Wall St. Rank hold EXPO as of Q1 2021.

Magnus Financial Group reported no remaining Exponent position as of Q1 2021 after selling out during the quarter.
Magnus Financial Group sold 2,302 Exponent shares in Q1 2021, an estimated $207K.
Magnus Financial Group first reported a position in Exponent in Q4 2018 and held it in 8 quarters.
Magnus Financial Group's Exponent position peaked at $385K in Q2 2020.
314 funds tracked by Wall St. Rank held Exponent as of Q1 2021.

Based on Magnus Financial Group's 13F filing for Q1 2021, filed 5 May 2021.