HWMA
XPEL icon

Heritage Wealth Management (Arizona)’s XPEL XPEL Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$2.91M Hold
81,802
– – 1.61% 11
2024
Q1 		$4.42M Hold
81,802
– – 2.25% 8
2023
Q4 		$4.41M Buy
+81,802
New +$4.39M 2.39% 8
2022
Q4 		$32.4M Buy
538,836
+269,418
+100% +$17.2M 4.62% 4
2022
Q3 		$17.4M Buy
269,418
+264,918
+5,887% +$17.2M 5.58% 3
2022
Q2 		$207K Buy
+4,500
New +$212K 0.07% 231

Other funds holding XPEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return