Empower Advisory Group
EXLS icon

Empower Advisory Group’s EXL Service EXLS Stock Holding History

Empower Advisory Group’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
Q4 		– Sell
-9,960
Closed -$279K – 476
2023
Q3 		$279K Hold
9,960
– – ﹤0.01% 396
2023
Q2 		$301K Sell
9,960
-10
-0.1% -$315 ﹤0.01% 392
2023
Q1 		$323K Buy
+9,970
New +$330K ﹤0.01% 370

Other funds holding EXLS

BlackRock
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Empower Advisory Group's EXLS Position: Q4 2023 in Review

Empower Advisory Group sold out of EXL Service (EXLS) in Q4 2023, closing a stake of 9,960 shares — an estimated $279K sold.

Empower Advisory Group first reported a position in EXLS in Q1 2023 and held it in 3 quarters. The position peaked at $323K in Q1 2023. 337 funds tracked by Wall St. Rank hold EXLS as of Q4 2023.

  • Empower Advisory Group reported no remaining EXL Service position as of Q4 2023 after selling out during the quarter.
  • Empower Advisory Group sold 9,960 EXL Service shares in Q4 2023, an estimated $279K.
  • Empower Advisory Group first reported a position in EXL Service in Q1 2023 and held it in 3 quarters.
  • Empower Advisory Group's EXL Service position peaked at $323K in Q1 2023.
  • 337 funds tracked by Wall St. Rank held EXL Service as of Q4 2023.

Based on Empower Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.