Carolina Wealth Advisors’s XPEL XPEL Stock Holding History

Carolina Wealth 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 Q3	–	Sell	-1,400	Closed	-$49.8K	–	354
2024 Q2	$49.8K	Buy	+1,400	New	+$60.3K	0.02%	97

Other funds holding XPEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

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

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

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

SIC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carolina Wealth Advisors's XPEL Position: Q3 2024 in Review

Carolina Wealth Advisors sold out of XPEL (XPEL) in Q3 2024, closing a stake of 1,400 shares — an estimated $49.8K sold.

Carolina Wealth Advisors first reported a position in XPEL in Q2 2024 and held it in 1 quarter. The position peaked at $49.8K in Q2 2024. 181 funds tracked by Wall St. Rank hold XPEL as of Q3 2024.

Carolina Wealth Advisors reported no remaining XPEL position as of Q3 2024 after selling out during the quarter.
Carolina Wealth Advisors sold 1,400 XPEL shares in Q3 2024, an estimated $49.8K.
Carolina Wealth Advisors first reported a position in XPEL in Q2 2024 and held it in 1 quarter.
Carolina Wealth Advisors's XPEL position peaked at $49.8K in Q2 2024.
181 funds tracked by Wall St. Rank held XPEL as of Q3 2024.

Based on Carolina Wealth Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.