AWM
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Avior Wealth Management’s EXL Service EXLS Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-20
Closed -$887 – 1257
2024
Q4 		$887 Hold
20
– – ﹤0.01% 2210
2024
Q3 		$763 Hold
20
– – ﹤0.01% 2108
2024
Q2 		$627 Sell
20
-30
-60% -$901 ﹤0.01% 2091
2024
Q1 		$1.59K Buy
+50
New +$1.55K ﹤0.01% 2313

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avior Wealth Management's EXLS Position: Q1 2025 in Review

Avior Wealth Management sold out of EXL Service (EXLS) in Q1 2025, closing a stake of 20 shares — an estimated $887 sold.

Avior Wealth Management first reported a position in EXLS in Q1 2024 and held it in 4 quarters. The position peaked at $1.59K in Q1 2024. 455 funds tracked by Wall St. Rank hold EXLS as of Q1 2025.

  • Avior Wealth Management reported no remaining EXL Service position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 20 EXL Service shares in Q1 2025, an estimated $887.
  • Avior Wealth Management first reported a position in EXL Service in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's EXL Service position peaked at $1.59K in Q1 2024.
  • 455 funds tracked by Wall St. Rank held EXL Service as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.