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Cape Investment Advisory’s EXL Service EXLS Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-33
Closed -$1.02K – 1002
2023
Q4 		$1.02K Buy
+33
New +$934 ﹤0.01% 1011

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
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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Cape Investment Advisory's EXLS Position: Q1 2024 in Review

Cape Investment Advisory sold out of EXL Service (EXLS) in Q1 2024, closing a stake of 33 shares — an estimated $1.02K sold.

Cape Investment Advisory first reported a position in EXLS in Q4 2023 and held it in 1 quarter. The position peaked at $1.02K in Q4 2023. 337 funds tracked by Wall St. Rank hold EXLS as of Q1 2024.

  • Cape Investment Advisory reported no remaining EXL Service position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 33 EXL Service shares in Q1 2024, an estimated $1.02K.
  • Cape Investment Advisory first reported a position in EXL Service in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's EXL Service position peaked at $1.02K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held EXL Service as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.