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Capital Performance Advisors’s EXL Service EXLS Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-99
Closed -$3.78K – 994
2024
Q3 		$3.78K Buy
+99
New +$3.46K ﹤0.01% 1241

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Capital Performance Advisors's EXLS Position: Q4 2024 in Review

Capital Performance Advisors sold out of EXL Service (EXLS) in Q4 2024, closing a stake of 99 shares — an estimated $3.78K sold.

Capital Performance Advisors first reported a position in EXLS in Q3 2024 and held it in 1 quarter. The position peaked at $3.78K in Q3 2024. 415 funds tracked by Wall St. Rank hold EXLS as of Q4 2024.

  • Capital Performance Advisors reported no remaining EXL Service position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 99 EXL Service shares in Q4 2024, an estimated $3.78K.
  • Capital Performance Advisors first reported a position in EXL Service in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's EXL Service position peaked at $3.78K in Q3 2024.
  • 415 funds tracked by Wall St. Rank held EXL Service as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.