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IHT Wealth Management’s EXL Service EXLS Stock Holding History

IHT Wealth Management’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
-19,594
Closed -$605K – 1028
2023
Q4 		$605K Sell
19,594
-33
-0.2% -$934 0.03% 533
2023
Q3 		$550K Buy
19,627
+297
+2% +$8.69K 0.03% 523
2023
Q2 		$584K Buy
19,330
+8,045
+71% +$254K 0.03% 494
2023
Q1 		$365K Buy
+11,285
New +$374K 0.02% 624

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

IHT Wealth Management's EXLS Position: Q1 2024 in Review

IHT Wealth Management sold out of EXL Service (EXLS) in Q1 2024, closing a stake of 19,594 shares — an estimated $605K sold.

IHT Wealth Management first reported a position in EXLS in Q1 2023 and held it in 4 quarters. The position peaked at $605K in Q4 2023. 337 funds tracked by Wall St. Rank hold EXLS as of Q1 2024.

  • IHT Wealth Management reported no remaining EXL Service position as of Q1 2024 after selling out during the quarter.
  • IHT Wealth Management sold 19,594 EXL Service shares in Q1 2024, an estimated $605K.
  • IHT Wealth Management first reported a position in EXL Service in Q1 2023 and held it in 4 quarters.
  • IHT Wealth Management's EXL Service position peaked at $605K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held EXL Service as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.