Aspire Private Capital’s Xcel Brands XELB Stock Holding History

Aspire Private Capital’s Portfolio XELB Stock Details XELB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-20	Closed	-$1K	–	643
2021 Q2	$1K	Buy	+20	New	+$435	﹤0.01%	568

Other funds holding XELB

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Aspire Private Capital's XELB Position: Q3 2021 in Review

Aspire Private Capital sold out of Xcel Brands (XELB) in Q3 2021, closing a stake of 20 shares — an estimated $1K sold.

Aspire Private Capital first reported a position in XELB in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 18 funds tracked by Wall St. Rank hold XELB as of Q3 2021.

Aspire Private Capital reported no remaining Xcel Brands position as of Q3 2021 after selling out during the quarter.
Aspire Private Capital sold 20 Xcel Brands shares in Q3 2021, an estimated $1K.
Aspire Private Capital first reported a position in Xcel Brands in Q2 2021 and held it in 1 quarter.
Aspire Private Capital's Xcel Brands position peaked at $1K in Q2 2021.
18 funds tracked by Wall St. Rank held Xcel Brands as of Q3 2021.

Based on Aspire Private Capital's 13F filing for Q3 2021, filed 15 Nov 2021.