HighTower Advisors
EXLS icon

HighTower Advisors’s EXL Service EXLS Stock Holding History

HighTower 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
2026
Q1 		$1.22M Sell
39,902
-38,020
-49% -$1.31M ﹤0.01% 2049
2025
Q4 		$3.31M Buy
77,922
+3
+0% +$123 ﹤0.01% 1385
2025
Q3 		$3.43M Buy
77,919
+10,087
+15% +$437K ﹤0.01% 1329
2025
Q2 		$2.97M Buy
67,832
+1,663
+3% +$76K ﹤0.01% 1352
2025
Q1 		$3.12M Buy
66,169
+34
+0.1% +$1.64K ﹤0.01% 1278
2024
Q4 		$2.94M Buy
66,135
+6,048
+10% +$262K ﹤0.01% 1302
2024
Q3 		$2.29M Sell
60,087
-1,417
-2% -$49.5K ﹤0.01% 1432
2024
Q2 		$1.93M Sell
61,504
-2,360
-4% -$70.8K ﹤0.01% 1468
2024
Q1 		$2.04M Buy
63,864
+1,349
+2% +$42K ﹤0.01% 1427
2023
Q4 		$1.93M Buy
62,515
+6,415
+11% +$182K ﹤0.01% 1448
2023
Q3 		$1.58M Sell
56,100
-2,000
-3% -$58.5K ﹤0.01% 1512
2023
Q2 		$1.76M Buy
+58,100
New +$1.83M ﹤0.01% 1423
2020
Q1 		– Sell
-18,875
Closed -$270K – 2297
2019
Q4 		$270K Buy
18,875
+800
+4% +$10.9K ﹤0.01% 1788
2019
Q3 		$248K Buy
18,075
+560
+3% +$7.48K ﹤0.01% 1923
2019
Q2 		$239K Buy
17,515
+630
+4% +$7.73K ﹤0.01% 1936
2019
Q1 		$211K Buy
+16,885
New +$198K ﹤0.01% 1926

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return