JWA
XPEL icon

JFS Wealth Advisors’s XPEL XPEL Stock Holding History

JFS Wealth Advisors’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
2024
Q3 		– Sell
-2
Closed -$72 – 2024
2024
Q2 		$72 Hold
2
– – ﹤0.01% 1944
2024
Q1 		$109 Sell
2
-3
-60% -$157 ﹤0.01% 1944
2023
Q4 		$270 Sell
5
-2
-29% -$107 ﹤0.01% 1869
2023
Q3 		$540 Buy
7
+2
+40% +$161 ﹤0.01% 1737
2023
Q2 		$422 Buy
5
+3
+150% +$222 ﹤0.01% 1788
2023
Q1 		$136 Hold
2
– – ﹤0.01% 1866
2022
Q4 		$120 Hold
2
– – ﹤0.01% 1872
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1951
2022
Q2 		$0 Buy
2
+1
+100% +$47 ﹤0.01% 1957
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1992
2021
Q4 		$0 Buy
+1
New +$72 ﹤0.01% 1905

Other funds holding XPEL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

JFS Wealth Advisors's XPEL Position: Q3 2024 in Review

JFS Wealth Advisors sold out of XPEL (XPEL) in Q3 2024, closing a stake of 2 shares — an estimated $72 sold.

JFS Wealth Advisors first reported a position in XPEL in Q4 2021 and held it in 11 quarters. The position peaked at $540 in Q3 2023. 181 funds tracked by Wall St. Rank hold XPEL as of Q3 2024.

  • JFS Wealth Advisors reported no remaining XPEL position as of Q3 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 2 XPEL shares in Q3 2024, an estimated $72.
  • JFS Wealth Advisors first reported a position in XPEL in Q4 2021 and held it in 11 quarters.
  • JFS Wealth Advisors's XPEL position peaked at $540 in Q3 2023.
  • 181 funds tracked by Wall St. Rank held XPEL as of Q3 2024.

Based on JFS Wealth Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.