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Capital Advisors Ltd’s EXL Service EXLS Stock Holding History

Capital Advisors Ltd’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
2026
Q1 		$1K Sell
32
-10
-24% -$345 ﹤0.01% 1203
2025
Q4 		$2K Hold
42
– – ﹤0.01% 1075
2025
Q3 		$2K Hold
42
– – ﹤0.01% 1061
2025
Q2 		$2K Hold
42
– – ﹤0.01% 1058
2025
Q1 		$2K Hold
42
– – ﹤0.01% 1049
2024
Q4 		$2K Hold
42
– – ﹤0.01% 1067
2024
Q3 		$2K Hold
42
– – ﹤0.01% 1057
2024
Q2 		$1K Buy
42
+32
+320% +$961 ﹤0.01% 1174
2024
Q1 		$0 Hold
10
– – ﹤0.01% 1412
2023
Q4 		$0 Hold
10
– – ﹤0.01% 1346
2023
Q3 		$0 Hold
10
– – ﹤0.01% 1336
2023
Q2 		$0 Sell
10
-5
-33% -$158 ﹤0.01% 1359
2023
Q1 		$0 Hold
15
– – ﹤0.01% 1298
2022
Q4 		$1K Sell
15
-50
-77% -$1.74K ﹤0.01% 987
2022
Q3 		$2K Buy
65
+55
+550% +$1.79K ﹤0.01% 839
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1088
2022
Q1 		$0 Buy
+10
New +$254 ﹤0.01% 990

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return