JWM
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Janiczek Wealth Management’s EXL Service EXLS Stock Holding History

Janiczek 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
Q2 		– Sell
-123
Closed -$3.91K – 1101
2024
Q1 		$3.91K Hold
123
– – ﹤0.01% 786
2023
Q4 		$3.79K Buy
123
+38
+45% +$1.08K ﹤0.01% 779
2023
Q3 		$2.38K Hold
85
– – ﹤0.01% 816
2023
Q2 		$2.57K Sell
85
-80
-48% -$2.52K ﹤0.01% 743
2023
Q1 		$5.55K Sell
165
-45
-21% -$1.49K ﹤0.01% 653
2022
Q4 		$7.32K Buy
+210
New +$7.3K ﹤0.01% 613

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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

Janiczek Wealth Management's EXLS Position: Q2 2024 in Review

Janiczek Wealth Management sold out of EXL Service (EXLS) in Q2 2024, closing a stake of 123 shares — an estimated $3.91K sold.

Janiczek Wealth Management first reported a position in EXLS in Q4 2022 and held it in 6 quarters. The position peaked at $7.32K in Q4 2022. 345 funds tracked by Wall St. Rank hold EXLS as of Q2 2024.

  • Janiczek Wealth Management reported no remaining EXL Service position as of Q2 2024 after selling out during the quarter.
  • Janiczek Wealth Management sold 123 EXL Service shares in Q2 2024, an estimated $3.91K.
  • Janiczek Wealth Management first reported a position in EXL Service in Q4 2022 and held it in 6 quarters.
  • Janiczek Wealth Management's EXL Service position peaked at $7.32K in Q4 2022.
  • 345 funds tracked by Wall St. Rank held EXL Service as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.