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% 1993
2021
Q4 		$0 Buy
+1
New +$72 ﹤0.01% 1906

Other funds holding XPEL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return