JA
EXLS icon

JOYN Advisors’s EXL Service EXLS Stock Holding History

JOYN 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
2019
Q1 		– Sell
-290
Closed -$3K – 522
2018
Q4 		$3K Sell
290
-60
-17% -$697 ﹤0.01% 1385
2018
Q3 		$5K Buy
350
+45
+15% +$557 ﹤0.01% 1174
2018
Q2 		$3K Buy
305
+30
+11% +$342 ﹤0.01% 1292
2018
Q1 		$3K Buy
+275
New +$3.28K ﹤0.01% 966

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

JOYN Advisors's EXLS Position: Q1 2019 in Review

JOYN Advisors sold out of EXL Service (EXLS) in Q1 2019, closing a stake of 290 shares — an estimated $3K sold.

JOYN Advisors first reported a position in EXLS in Q1 2018 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 203 funds tracked by Wall St. Rank hold EXLS as of Q1 2019.

  • JOYN Advisors reported no remaining EXL Service position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 290 EXL Service shares in Q1 2019, an estimated $3K.
  • JOYN Advisors first reported a position in EXL Service in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's EXL Service position peaked at $5K in Q3 2018.
  • 203 funds tracked by Wall St. Rank held EXL Service as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.