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Carolinas Wealth Consulting’s EXL Service EXLS Stock Holding History

Carolinas Wealth Consulting’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
2023
Q2 		– Sell
-25
Closed -$809 – 1080
2023
Q1 		$809 Hold
25
– – ﹤0.01% 927
2022
Q4 		$847 Buy
+25
New +$869 ﹤0.01% 921

Other funds holding EXLS

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Carolinas Wealth Consulting's EXLS Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of EXL Service (EXLS) in Q2 2023, closing a stake of 25 shares — an estimated $809 sold.

Carolinas Wealth Consulting first reported a position in EXLS in Q4 2022 and held it in 2 quarters. The position peaked at $847 in Q4 2022. 333 funds tracked by Wall St. Rank hold EXLS as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining EXL Service position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 25 EXL Service shares in Q2 2023, an estimated $809.
  • Carolinas Wealth Consulting first reported a position in EXL Service in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's EXL Service position peaked at $847 in Q4 2022.
  • 333 funds tracked by Wall St. Rank held EXL Service as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.