Evoke Wealth’s EXL Service EXLS Stock Holding History

Evoke Wealth’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
2020 Q1	–	Sell	-700	Closed	-$9.72K	–	1209
2019 Q4	$9.72K	Buy	700 +20	+3%	+$274	﹤0.01%	756
2019 Q3	$9.11K	Buy	+680	New	+$9.08K	﹤0.01%	847

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Evoke Wealth's EXLS Position: Q1 2020 in Review

Evoke Wealth sold out of EXL Service (EXLS) in Q1 2020, closing a stake of 700 shares — an estimated $9.72K sold.

Evoke Wealth first reported a position in EXLS in Q3 2019 and held it in 2 quarters. The position peaked at $9.72K in Q4 2019. 216 funds tracked by Wall St. Rank hold EXLS as of Q1 2020.

Evoke Wealth reported no remaining EXL Service position as of Q1 2020 after selling out during the quarter.
Evoke Wealth sold 700 EXL Service shares in Q1 2020, an estimated $9.72K.
Evoke Wealth first reported a position in EXL Service in Q3 2019 and held it in 2 quarters.
Evoke Wealth's EXL Service position peaked at $9.72K in Q4 2019.
216 funds tracked by Wall St. Rank held EXL Service as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.