AIA
XPEL icon

Avalon Investment & Advisory’s XPEL XPEL Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-47,317
Closed -$2.84M – 335
2022
Q4 		$2.84M Sell
47,317
-607
-1% -$38.8K 0.08% 152
2022
Q3 		$3.09M Buy
+47,924
New +$3.11M 0.1% 145

Other funds holding XPEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 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 $3.37T AUM 44.26% 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 $64.6B AUM 18.98% 1-Year Est. Return
CC
Cowbird Capital New York $87M AUM 10.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avalon Investment & Advisory's XPEL Position: Q1 2023 in Review

Avalon Investment & Advisory sold out of XPEL (XPEL) in Q1 2023, closing a stake of 47,317 shares — an estimated $2.84M sold.

Avalon Investment & Advisory first reported a position in XPEL in Q3 2022 and held it in 2 quarters. The position peaked at $3.09M in Q3 2022. 176 funds tracked by Wall St. Rank hold XPEL as of Q1 2023.

  • Avalon Investment & Advisory reported no remaining XPEL position as of Q1 2023 after selling out during the quarter.
  • Avalon Investment & Advisory sold 47,317 XPEL shares in Q1 2023, an estimated $2.84M.
  • Avalon Investment & Advisory first reported a position in XPEL in Q3 2022 and held it in 2 quarters.
  • Avalon Investment & Advisory's XPEL position peaked at $3.09M in Q3 2022.
  • 176 funds tracked by Wall St. Rank held XPEL as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.