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IronBridge Private Wealth’s EXL Service EXLS Stock Holding History

IronBridge Private Wealth’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
2021
Q3 		– Sell
-213,975
Closed -$4.55M – 280
2021
Q2 		$4.55M Buy
+213,975
New +$4.25M 2.68% 16

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

IronBridge Private Wealth's EXLS Position: Q3 2021 in Review

IronBridge Private Wealth sold out of EXL Service (EXLS) in Q3 2021, closing a stake of 213,975 shares — an estimated $4.55M sold.

IronBridge Private Wealth first reported a position in EXLS in Q2 2021 and held it in 1 quarter. The position peaked at $4.55M in Q2 2021. 259 funds tracked by Wall St. Rank hold EXLS as of Q3 2021.

  • IronBridge Private Wealth reported no remaining EXL Service position as of Q3 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 213,975 EXL Service shares in Q3 2021, an estimated $4.55M.
  • IronBridge Private Wealth first reported a position in EXL Service in Q2 2021 and held it in 1 quarter.
  • IronBridge Private Wealth's EXL Service position peaked at $4.55M in Q2 2021.
  • 259 funds tracked by Wall St. Rank held EXL Service as of Q3 2021.

Based on IronBridge Private Wealth's 13F filing for Q3 2021, filed 12 Jan 2022.