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Insight Wealth Strategies’s XPEL XPEL Stock Holding History

Insight Wealth Strategies’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
2022
Q4 		– Sell
-4,370
Closed -$201K – 157
2022
Q3 		$201K Hold
4,370
– – 0.04% 139
2022
Q2 		$201K Sell
4,370
-1,031
-19% -$48.7K 0.04% 139
2022
Q1 		$284K Buy
5,401
+202
+4% +$12.5K 0.04% 141
2021
Q4 		$355K Buy
5,199
+1,410
+37% +$102K 0.05% 130
2021
Q3 		$287K Buy
+3,789
New +$312K 0.04% 163

Other funds holding XPEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HWMA
Heritage Wealth Management (Arizona) Phoenix, Arizona $180M AUM
CC
Cowbird Capital New York $87M AUM 10.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Insight Wealth Strategies's XPEL Position: Q4 2022 in Review

Insight Wealth Strategies sold out of XPEL (XPEL) in Q4 2022, closing a stake of 4,370 shares — an estimated $201K sold.

Insight Wealth Strategies first reported a position in XPEL in Q3 2021 and held it in 5 quarters. The position peaked at $355K in Q4 2021. 179 funds tracked by Wall St. Rank hold XPEL as of Q4 2022.

  • Insight Wealth Strategies reported no remaining XPEL position as of Q4 2022 after selling out during the quarter.
  • Insight Wealth Strategies sold 4,370 XPEL shares in Q4 2022, an estimated $201K.
  • Insight Wealth Strategies first reported a position in XPEL in Q3 2021 and held it in 5 quarters.
  • Insight Wealth Strategies's XPEL position peaked at $355K in Q4 2021.
  • 179 funds tracked by Wall St. Rank held XPEL as of Q4 2022.

Based on Insight Wealth Strategies's 13F filing for Q4 2022, filed 6 Jan 2023.