BFEC
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Benjamin F. Edwards & Company’s EXL Service EXLS Stock Holding History

Benjamin F. Edwards & Company’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
2023
Q3 		– Sell
-500
Closed -$15K – 1762
2023
Q2 		$15K Hold
500
– – ﹤0.01% 1329
2023
Q1 		$16K Hold
500
– – ﹤0.01% 1312
2022
Q4 		$17K Hold
500
– – ﹤0.01% 1308
2022
Q3 		$15K Hold
500
– – ﹤0.01% 1311
2022
Q2 		$15K Hold
500
– – ﹤0.01% 1295
2022
Q1 		$14K Hold
500
– – ﹤0.01% 1295
2021
Q4 		$14K Buy
+500
New +$13.2K ﹤0.01% 1310

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Benjamin F. Edwards & Company's EXLS Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of EXL Service (EXLS) in Q3 2023, closing a stake of 500 shares — an estimated $15K sold.

Benjamin F. Edwards & Company first reported a position in EXLS in Q4 2021 and held it in 7 quarters. The position peaked at $17K in Q4 2022. 328 funds tracked by Wall St. Rank hold EXLS as of Q3 2023.

  • Benjamin F. Edwards & Company reported no remaining EXL Service position as of Q3 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 500 EXL Service shares in Q3 2023, an estimated $15K.
  • Benjamin F. Edwards & Company first reported a position in EXL Service in Q4 2021 and held it in 7 quarters.
  • Benjamin F. Edwards & Company's EXL Service position peaked at $17K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held EXL Service as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.