American Portfolios Advisors’s EXL Service EXLS Stock Holding History

American Portfolios Advisors’s Portfolio EXLS Stock Details EXLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.65K	Sell	90 -25	-22%	-$816	﹤0.01%	3036
2022 Q2	$3.39K	Hold	115	–	–	﹤0.01%	2980
2022 Q1	$3.29K	Sell	115 -95	-45%	-$2.42K	﹤0.01%	3083
2021 Q4	$6.08K	Hold	210	–	–	﹤0.01%	2822
2021 Q3	$5.17K	Sell	210 -32,290	-99%	-$753K	﹤0.01%	2833
2021 Q2	$691K	Buy	32,500 +32,385	+28,161%	+$643K	0.03%	588
2021 Q1	$2.07K	Buy	+115	New	+$1.96K	﹤0.01%	2984

Other funds holding EXLS

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

American Portfolios Advisors's EXLS Position: Q3 2022 in Review

American Portfolios Advisors reduced its EXL Service (EXLS) stake by 22% in Q3 2022, selling an estimated $816 and leaving 90 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3036.

American Portfolios Advisors first reported a position in EXLS in Q1 2021 and has held it in 7 quarters since. The position peaked at $691K in Q2 2021. 316 funds tracked by Wall St. Rank hold EXLS as of Q3 2022.

American Portfolios Advisors held 90 shares of EXL Service worth $2.65K as of Q3 2022.
American Portfolios Advisors sold 25 EXL Service shares in Q3 2022, an estimated $816.
EXL Service made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3036 holding.
American Portfolios Advisors first reported a position in EXL Service in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's EXL Service position peaked at $691K in Q2 2021.
316 funds tracked by Wall St. Rank held EXL Service as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.