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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
2023
Q3 		– Sell
-755
Closed -$242 – 1417
2023
Q2 		$242 Sell
755
-55
-7% -$1.74K ﹤0.01% 1135
2023
Q1 		$1 Sell
810
-35
-4% -$1.16K ﹤0.01% 1046
2022
Q4 		$201 Buy
+845
New +$29.4K ﹤0.01% 942
2020
Q2 		– Sell
-30
Closed -$322 – 301
2020
Q1 		$322 Buy
30
+5
+20% +$68 ﹤0.01% 636
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 $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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's EXLS Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of EXL Service (EXLS) in Q3 2023, closing a stake of 755 shares — an estimated $242 sold.

Financial Gravity Asset Management first reported a position in EXLS in Q2 2019 and held it in 7 quarters. The position peaked at $69K in Q4 2019. 328 funds tracked by Wall St. Rank hold EXLS as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining EXL Service position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 755 EXL Service shares in Q3 2023, an estimated $242.
  • Financial Gravity Asset Management first reported a position in EXL Service in Q2 2019 and held it in 7 quarters.
  • Financial Gravity Asset Management's EXL Service position peaked at $69K in Q4 2019.
  • 328 funds tracked by Wall St. Rank held EXL Service as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.