Forum Financial Management’s XPEL XPEL Stock Holding History

Forum Financial Management’s Portfolio XPEL Stock Details XPEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-13,642	Closed	-$545K	–	944
2024 Q4	$545K	Sell	13,642 -287	-2%	-$12.3K	0.01%	351
2024 Q3	$604K	Hold	13,929	–	–	0.01%	278
2024 Q2	$495K	Hold	13,929	–	–	0.01%	307
2024 Q1	$752K	Hold	13,929	–	–	0.01%	237
2023 Q4	$750K	Buy	13,929 +1,365	+11%	+$73.3K	0.01%	201
2023 Q3	$969K	Buy	12,564 +936	+8%	+$75.2K	0.02%	166
2023 Q2	$979K	Buy	11,628 +2,095	+22%	+$155K	0.02%	163
2023 Q1	$648K	Buy	9,533 +1,729	+22%	+$122K	0.02%	210
2022 Q4	$469K	Hold	7,804	–	–	0.02%	265
2022 Q3	$503K	Hold	7,804	–	–	0.02%	219
2022 Q2	$358K	Buy	7,804 +1,441	+23%	+$68K	0.02%	305
2022 Q1	$334K	Buy	+6,363	New	+$393K	0.02%	347

Other funds holding XPEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's XPEL Position: Q1 2025 in Review

Forum Financial Management sold out of XPEL (XPEL) in Q1 2025, closing a stake of 13,642 shares — an estimated $545K sold.

Forum Financial Management first reported a position in XPEL in Q1 2022 and held it in 12 quarters. The position peaked at $979K in Q2 2023. 167 funds tracked by Wall St. Rank hold XPEL as of Q1 2025.

Forum Financial Management reported no remaining XPEL position as of Q1 2025 after selling out during the quarter.
Forum Financial Management sold 13,642 XPEL shares in Q1 2025, an estimated $545K.
Forum Financial Management first reported a position in XPEL in Q1 2022 and held it in 12 quarters.
Forum Financial Management's XPEL position peaked at $979K in Q2 2023.
167 funds tracked by Wall St. Rank held XPEL as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.