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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 $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s XPEL Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) held its XPEL (XPEL) position steady in Q2 2024 at 81,802 shares worth $2.91M. The position accounts for 1.61% of the portfolio, ranked #11.

Heritage Wealth Management (Arizona) first reported a position in XPEL in Q2 2022 and has held it in 6 quarters since. The position peaked at $32.4M in Q4 2022. 168 funds tracked by Wall St. Rank hold XPEL as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 81,802 shares of XPEL worth $2.91M as of Q2 2024.
  • Heritage Wealth Management (Arizona) left its XPEL share count unchanged in Q2 2024.
  • XPEL made up 1.61% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #11 holding.
  • Heritage Wealth Management (Arizona) first reported a position in XPEL in Q2 2022 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s XPEL position peaked at $32.4M in Q4 2022.
  • 168 funds tracked by Wall St. Rank held XPEL as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.