Capital Impact Advisors’s XPEL XPEL Stock Holding History

Capital Impact Advisors’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
2024 Q2	–	Sell	-12,208	Closed	-$659K	–	104
2024 Q1	$659K	Hold	12,208	–	–	0.86%	49
2023 Q4	$657K	Hold	12,208	–	–	0.86%	58
2023 Q3	$941K	Buy	12,208 +3,574	+41%	+$287K	1.57%	13
2023 Q2	$727K	Buy	8,634 +736	+9%	+$54.4K	0.8%	40
2023 Q1	$537K	Hold	7,898	–	–	0.66%	65
2022 Q4	$474K	Buy	7,898 +307	+4%	+$19.6K	0.46%	85
2022 Q3	$485K	Buy	7,591 +823	+12%	+$53.4K	0.48%	80
2022 Q2	$311K	Buy	+6,768	New	+$319K	0.29%	150

Other funds holding XPEL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return