CW
XELA

CreativeOne Wealth’s Exela Technologies, Inc. Common Stock XELA Stock Holding History

CreativeOne Wealth’s Portfolio XELA Stock Details XELA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-150
Closed -$1K – 899
2023
Q1 		$1K Hold
150
– – ﹤0.01% 789
2022
Q4 		$2K Buy
+150
New +$6.72K ﹤0.01% 731

Other funds holding XELA

SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CreativeOne Wealth's XELA Position: Q2 2023 in Review

CreativeOne Wealth sold out of Exela Technologies, Inc. Common Stock (XELA) in Q2 2023, closing a stake of 150 shares — an estimated $1K sold.

CreativeOne Wealth first reported a position in XELA in Q4 2022 and held it in 2 quarters. The position peaked at $2K in Q4 2022. 13 funds tracked by Wall St. Rank hold XELA as of Q2 2023.

  • CreativeOne Wealth reported no remaining Exela Technologies, Inc. Common Stock position as of Q2 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 150 Exela Technologies, Inc. Common Stock shares in Q2 2023, an estimated $1K.
  • CreativeOne Wealth first reported a position in Exela Technologies, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
  • CreativeOne Wealth's Exela Technologies, Inc. Common Stock position peaked at $2K in Q4 2022.
  • 13 funds tracked by Wall St. Rank held Exela Technologies, Inc. Common Stock as of Q2 2023.

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