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GoalVest Advisory’s EXL Service EXLS Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-45
Closed -$1.39K – 428
2023
Q4 		$1.39K Sell
45
-105
-70% -$2.97K ﹤0.01% 346
2023
Q3 		$4.21K Buy
150
+45
+43% +$1.32K ﹤0.01% 358
2023
Q2 		$3.17K Buy
+105
New +$3.31K ﹤0.01% 327

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

GoalVest Advisory's EXLS Position: Q1 2024 in Review

GoalVest Advisory sold out of EXL Service (EXLS) in Q1 2024, closing a stake of 45 shares — an estimated $1.39K sold.

GoalVest Advisory first reported a position in EXLS in Q2 2023 and held it in 3 quarters. The position peaked at $4.21K in Q3 2023. 337 funds tracked by Wall St. Rank hold EXLS as of Q1 2024.

  • GoalVest Advisory reported no remaining EXL Service position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 45 EXL Service shares in Q1 2024, an estimated $1.39K.
  • GoalVest Advisory first reported a position in EXL Service in Q2 2023 and held it in 3 quarters.
  • GoalVest Advisory's EXL Service position peaked at $4.21K in Q3 2023.
  • 337 funds tracked by Wall St. Rank held EXL Service as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.