PCS
EXPO icon

Personal CFO Solutions’s Exponent EXPO Stock Holding History

Personal CFO Solutions’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
-2,518
Closed -$227K – 417
2020
Q4 		$227K Sell
2,518
-976
-28% -$77.8K 0.06% 326
2020
Q3 		$0 Sell
3,494
-28
-0.8% -$2.23K ﹤0.01% 204
2020
Q2 		$285K Buy
3,522
+176
+5% +$12.7K 0.08% 220
2020
Q1 		$241K Buy
3,346
+251
+8% +$18.2K 0.09% 204
2019
Q4 		$213K Buy
+3,095
New +$204K 0.06% 307

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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

Personal CFO Solutions's EXPO Position: Q1 2021 in Review

Personal CFO Solutions sold out of Exponent (EXPO) in Q1 2021, closing a stake of 2,518 shares — an estimated $227K sold.

Personal CFO Solutions first reported a position in EXPO in Q4 2019 and held it in 5 quarters. The position peaked at $285K in Q2 2020. 314 funds tracked by Wall St. Rank hold EXPO as of Q1 2021.

  • Personal CFO Solutions reported no remaining Exponent position as of Q1 2021 after selling out during the quarter.
  • Personal CFO Solutions sold 2,518 Exponent shares in Q1 2021, an estimated $227K.
  • Personal CFO Solutions first reported a position in Exponent in Q4 2019 and held it in 5 quarters.
  • Personal CFO Solutions's Exponent position peaked at $285K in Q2 2020.
  • 314 funds tracked by Wall St. Rank held Exponent as of Q1 2021.

Based on Personal CFO Solutions's 13F filing for Q1 2021, filed 21 Apr 2021.