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Exencial Wealth Advisors’s KLX Energy Services KLXE Stock Holding History

Exencial Wealth Advisors’s Portfolio KLXE Stock Details KLXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,000
Closed -$76.6K – 510
2024
Q3 		$76.6K Buy
+14,000
New +$84.8K ﹤0.01% 488

Other funds holding KLXE

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PM
Plustick Management Charlottesville, Virginia $269M AUM 340.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Exencial Wealth Advisors's KLXE Position: Q4 2024 in Review

Exencial Wealth Advisors sold out of KLX Energy Services (KLXE) in Q4 2024, closing a stake of 14,000 shares — an estimated $76.6K sold.

Exencial Wealth Advisors first reported a position in KLXE in Q3 2024 and held it in 1 quarter. The position peaked at $76.6K in Q3 2024. 65 funds tracked by Wall St. Rank hold KLXE as of Q4 2024.

  • Exencial Wealth Advisors reported no remaining KLX Energy Services position as of Q4 2024 after selling out during the quarter.
  • Exencial Wealth Advisors sold 14,000 KLX Energy Services shares in Q4 2024, an estimated $76.6K.
  • Exencial Wealth Advisors first reported a position in KLX Energy Services in Q3 2024 and held it in 1 quarter.
  • Exencial Wealth Advisors's KLX Energy Services position peaked at $76.6K in Q3 2024.
  • 65 funds tracked by Wall St. Rank held KLX Energy Services as of Q4 2024.

Based on Exencial Wealth Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.