AWS
EXLS icon

Atria Wealth Solutions’s EXL Service EXLS Stock Holding History

Atria Wealth Solutions’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
2024
Q3 		– Sell
-6,648
Closed -$208K – 1964
2024
Q2 		$208K Buy
+6,648
New +$200K ﹤0.01% 1748

Other funds holding EXLS

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Atria Wealth Solutions's EXLS Position: Q3 2024 in Review

Atria Wealth Solutions sold out of EXL Service (EXLS) in Q3 2024, closing a stake of 6,648 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in EXLS in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 362 funds tracked by Wall St. Rank hold EXLS as of Q3 2024.

  • Atria Wealth Solutions reported no remaining EXL Service position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 6,648 EXL Service shares in Q3 2024, an estimated $208K.
  • Atria Wealth Solutions first reported a position in EXL Service in Q2 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's EXL Service position peaked at $208K in Q2 2024.
  • 362 funds tracked by Wall St. Rank held EXL Service as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.