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Next Financial Group’s Exponent EXPO Stock Holding History

Next 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
Q4 		$1K Hold
11
– – ﹤0.01% 2726
2021
Q3 		$1K Sell
11
-18
-62% -$1.94K ﹤0.01% 2609
2021
Q2 		$3K Buy
29
+18
+164% +$1.69K ﹤0.01% 2311
2021
Q1 		$1K Sell
11
-18
-62% -$1.69K ﹤0.01% 2405
2020
Q4 		$3K Buy
29
+18
+164% +$1.44K ﹤0.01% 2088
2020
Q3 		$1K Buy
+11
New +$875 ﹤0.01% 2100
2020
Q2 		– Sell
-11
Closed -$1K – 1000
2020
Q1 		$1K Hold
11
– – ﹤0.01% 2002
2019
Q4 		$1K Buy
+11
New +$726 ﹤0.01% 2268
2019
Q2 		– Sell
-74
Closed -$4K – 2323
2019
Q1 		$4K Buy
+74
New +$4K ﹤0.01% 1300

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
Kayne Anderson Rudnick Investment Management
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's EXPO Position: Q4 2021 in Review

Next Financial Group held its Exponent (EXPO) position steady in Q4 2021 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2726.

Next Financial Group first reported a position in EXPO in Q1 2019 and has held it in 9 quarters since. The position peaked at $4K in Q1 2019. 364 funds tracked by Wall St. Rank hold EXPO as of Q4 2021.

  • Next Financial Group held 11 shares of Exponent worth $1K as of Q4 2021.
  • Next Financial Group left its Exponent share count unchanged in Q4 2021.
  • Exponent made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2726 holding.
  • Next Financial Group first reported a position in Exponent in Q1 2019 and has held it in 9 quarters since.
  • Next Financial Group's Exponent position peaked at $4K in Q1 2019.
  • 364 funds tracked by Wall St. Rank held Exponent as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.