FGAM
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Financial Gravity Asset Management’s EXL Service EXLS Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		$69K Hold
25
– – 0.05% 483
2019
Q3 		$0 Hold
25
– – ﹤0.01% 1315
2019
Q2 		$0 Buy
+25
New +$307 ﹤0.01% 1365

Other funds holding EXLS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Gravity Asset Management's EXLS Position: Q4 2019 in Review

Financial Gravity Asset Management held its EXL Service (EXLS) position steady in Q4 2019 at 25 shares worth $69K. The position accounts for 0.05% of the portfolio, ranked #483.

Financial Gravity Asset Management first reported a position in EXLS in Q2 2019 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold EXLS as of Q4 2019.

  • Financial Gravity Asset Management held 25 shares of EXL Service worth $69K as of Q4 2019.
  • Financial Gravity Asset Management left its EXL Service share count unchanged in Q4 2019.
  • EXL Service made up 0.05% of Financial Gravity Asset Management's portfolio in Q4 2019, its #483 holding.
  • Financial Gravity Asset Management first reported a position in EXL Service in Q2 2019 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held EXL Service as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.