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Concourse Financial Group Securities’s XPEL XPEL Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-441
Closed -$23.1K – 2371
2023
Q4 		$23.7K Hold
441
– – ﹤0.01% 1437
2023
Q3 		$34K Buy
+441
New +$35.4K ﹤0.01% 1236

Other funds holding XPEL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Concourse Financial Group Securities's XPEL Position: Q1 2024 in Review

Concourse Financial Group Securities sold out of XPEL (XPEL) in Q1 2024, closing a stake of 441 shares — an estimated $23.1K sold.

Concourse Financial Group Securities first reported a position in XPEL in Q3 2023 and held it in 2 quarters. The position peaked at $34K in Q3 2023. 184 funds tracked by Wall St. Rank hold XPEL as of Q1 2024.

  • Concourse Financial Group Securities reported no remaining XPEL position as of Q1 2024 after selling out during the quarter.
  • Concourse Financial Group Securities sold 441 XPEL shares in Q1 2024, an estimated $23.1K.
  • Concourse Financial Group Securities first reported a position in XPEL in Q3 2023 and held it in 2 quarters.
  • Concourse Financial Group Securities's XPEL position peaked at $34K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held XPEL as of Q1 2024.

Based on Concourse Financial Group Securities's 13F filing for Q1 2024, filed 1 May 2024.