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Cherrydale Wealth Management’s XPEL XPEL Stock Holding History

Cherrydale Wealth Management’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
2023
Q3 		– Sell
-5,000
Closed -$421K – 50
2023
Q2 		$421K Sell
5,000
-2
-0% -$148 0.29% 25
2023
Q1 		$340K Buy
+5,002
New +$353K 0.26% 27

Other funds holding XPEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cherrydale Wealth Management's XPEL Position: Q3 2023 in Review

Cherrydale Wealth Management sold out of XPEL (XPEL) in Q3 2023, closing a stake of 5,000 shares — an estimated $421K sold.

Cherrydale Wealth Management first reported a position in XPEL in Q1 2023 and held it in 2 quarters. The position peaked at $421K in Q2 2023. 185 funds tracked by Wall St. Rank hold XPEL as of Q3 2023.

  • Cherrydale Wealth Management reported no remaining XPEL position as of Q3 2023 after selling out during the quarter.
  • Cherrydale Wealth Management sold 5,000 XPEL shares in Q3 2023, an estimated $421K.
  • Cherrydale Wealth Management first reported a position in XPEL in Q1 2023 and held it in 2 quarters.
  • Cherrydale Wealth Management's XPEL position peaked at $421K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held XPEL as of Q3 2023.

Based on Cherrydale Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.