JWA
EXLS icon

JFS Wealth Advisors’s EXL Service EXLS Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$2.28K Sell
88
-2
-2% -$59 ﹤0.01% 1566
2026
Q1 		$2.74K Sell
90
-33
-27% -$1.14K ﹤0.01% 1416
2025
Q4 		$5.22K Buy
123
+35
+40% +$1.43K ﹤0.01% 1226
2025
Q3 		$3.88K Sell
88
-1
-1% -$43 ﹤0.01% 1216
2025
Q2 		$3.9K Sell
89
-12
-12% -$548 ﹤0.01% 1173
2025
Q1 		$4.77K Buy
101
+13
+15% +$625 ﹤0.01% 1142
2024
Q4 		$3.91K Hold
88
– – ﹤0.01% 1214
2024
Q3 		$3.36K Buy
88
+3
+4% +$105 ﹤0.01% 1264
2024
Q2 		$2.67K Hold
85
– – ﹤0.01% 1325
2024
Q1 		$2.7K Buy
85
+13
+18% +$404 ﹤0.01% 1334
2023
Q4 		$2.22K Sell
72
-38
-35% -$1.08K ﹤0.01% 1383
2023
Q3 		$3.08K Hold
110
– – ﹤0.01% 1205
2023
Q2 		$3.32K Sell
110
-25
-19% -$789 ﹤0.01% 1193
2023
Q1 		$4.37K Sell
135
-15
-10% -$497 ﹤0.01% 1051
2022
Q4 		$5.08K Hold
150
– – ﹤0.01% 986
2022
Q3 		$4K Buy
150
+30
+25% +$979 ﹤0.01% 1051
2022
Q2 		$4K Buy
120
+20
+20% +$565 ﹤0.01% 1064
2022
Q1 		$3K Buy
100
+55
+122% +$1.4K ﹤0.01% 1235
2021
Q4 		$1K Buy
+45
New +$1.19K ﹤0.01% 1342

Other funds holding EXLS

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return