Cerity Partners’s XPEL XPEL Stock Holding History

Cerity Partners’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	-149,251	Closed	-$5.31M	–	2606
2024 Q2	$5.31M	Buy	+149,251	New	+$6.43M	0.01%	587
2023 Q1	–	Sell	-3,587	Closed	-$215K	–	1896
2022 Q4	$215K	Buy	+3,587	New	+$229K	﹤0.01%	1310

Other funds holding XPEL

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

BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Cerity Partners's XPEL Position: Q3 2024 in Review

Cerity Partners sold out of XPEL (XPEL) in Q3 2024, closing a stake of 149,251 shares — an estimated $5.31M sold.

Cerity Partners first reported a position in XPEL in Q4 2022 and held it in 2 quarters. The position peaked at $5.31M in Q2 2024. 181 funds tracked by Wall St. Rank hold XPEL as of Q3 2024.

Cerity Partners reported no remaining XPEL position as of Q3 2024 after selling out during the quarter.
Cerity Partners sold 149,251 XPEL shares in Q3 2024, an estimated $5.31M.
Cerity Partners first reported a position in XPEL in Q4 2022 and held it in 2 quarters.
Cerity Partners's XPEL position peaked at $5.31M in Q2 2024.
181 funds tracked by Wall St. Rank held XPEL as of Q3 2024.

Based on Cerity Partners's 13F filing for Q3 2024, filed 12 Nov 2024.