FinTrust Capital Advisors’s EXL Service EXLS Stock Holding History

FinTrust Capital Advisors’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
2024 Q3	$38.6K	Hold	1,012	–	–	0.01%	651
2024 Q2	$31.7K	Hold	1,012	–	–	0.01%	668
2024 Q1	$32.2K	Hold	1,012	–	–	0.01%	651
2023 Q4	$31.2K	Sell	1,012 -33	-3%	-$934	0.01%	610
2023 Q3	$29.3K	Buy	+1,045	New	+$30.6K	0.01%	572

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

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

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

FinTrust Capital Advisors's EXLS Position: Q3 2024 in Review

FinTrust Capital Advisors held its EXL Service (EXLS) position steady in Q3 2024 at 1,012 shares worth $38.6K. The position accounts for 0.01% of the portfolio, ranked #651.

FinTrust Capital Advisors first reported a position in EXLS in Q3 2023 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold EXLS as of Q3 2024.

FinTrust Capital Advisors held 1,012 shares of EXL Service worth $38.6K as of Q3 2024.
FinTrust Capital Advisors left its EXL Service share count unchanged in Q3 2024.
EXL Service made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #651 holding.
FinTrust Capital Advisors first reported a position in EXL Service in Q3 2023 and has held it in 5 quarters since.
362 funds tracked by Wall St. Rank held EXL Service as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.