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Adirondack Retirement Specialists’s XPEL XPEL Stock Holding History

Adirondack Retirement Specialists’s Portfolio XPEL Stock Details XPEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7.6M Sell
98,550
-11,334
-10% -$911K 5.91% 7
2023
Q2 		$9.25M Sell
109,884
-10,608
-9% -$784K 7.26% 7
2023
Q1 		$7.87M Sell
120,492
-59,712
-33% -$4.21M 6.55% 7
2022
Q4 		$10.8M Sell
180,204
-8,583
-5% -$548K 12.21% 4
2022
Q3 		$12.2M Sell
188,787
-10,471
-5% -$680K 11.74% 3
2022
Q2 		$10.3M Buy
199,258
+56,798
+40% +$2.68M 10.54% 5
2022
Q1 		$8.82M Sell
142,460
-11,262
-7% -$696K 7.89% 6
2021
Q4 		$10.5M Buy
153,722
+8,704
+6% +$627K 9.15% 6
2021
Q3 		$11M Buy
145,018
+1,704
+1% +$140K 10.19% 5
2021
Q2 		$14.6M Buy
143,314
+1,376
+1% +$101K 13.88% 2
2021
Q1 		$9M Buy
141,938
+112,589
+384% +$6.06M 9.22% 5
2020
Q4 		$1.51M Buy
+29,349
New +$1.06M 1.33% 13

Other funds holding XPEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return