IWP
EXLS icon

Icon Wealth Partners’s EXL Service EXLS Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-2,430
Closed -$29K – 353
2019
Q1 		$29K Buy
+2,430
New +$28.5K 0.01% 474
2018
Q3 		– Sell
-2,565
Closed -$29K – 407
2018
Q2 		$29K Buy
+2,565
New +$29.2K 0.01% 501
2018
Q1 		– Sell
-2,565
Closed -$31K – 408
2017
Q4 		$31K Buy
+2,565
New +$31.3K 0.02% 519

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Icon Wealth Partners's EXLS Position: Q2 2019 in Review

Icon Wealth Partners sold out of EXL Service (EXLS) in Q2 2019, closing a stake of 2,430 shares — an estimated $29K sold.

Icon Wealth Partners first reported a position in EXLS in Q4 2017 and held it in 3 quarters. The position peaked at $31K in Q4 2017. 204 funds tracked by Wall St. Rank hold EXLS as of Q2 2019.

  • Icon Wealth Partners reported no remaining EXL Service position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 2,430 EXL Service shares in Q2 2019, an estimated $29K.
  • Icon Wealth Partners first reported a position in EXL Service in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's EXL Service position peaked at $31K in Q4 2017.
  • 204 funds tracked by Wall St. Rank held EXL Service as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.