Level Four Advisory Services’s EXL Service EXLS Stock Holding History

Level Four Advisory Services’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
2023 Q1	–	Sell	-17,630	Closed	-$597K	–	778
2022 Q4	$597K	Sell	17,630 -1,085	-6%	-$37.7K	0.04%	356
2022 Q3	$552K	Buy	+18,715	New	+$611K	0.05%	297

Other funds holding EXLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Level Four Advisory Services's EXLS Position: Q1 2023 in Review

Level Four Advisory Services sold out of EXL Service (EXLS) in Q1 2023, closing a stake of 17,630 shares — an estimated $597K sold.

Level Four Advisory Services first reported a position in EXLS in Q3 2022 and held it in 2 quarters. The position peaked at $597K in Q4 2022. 343 funds tracked by Wall St. Rank hold EXLS as of Q1 2023.

Level Four Advisory Services reported no remaining EXL Service position as of Q1 2023 after selling out during the quarter.
Level Four Advisory Services sold 17,630 EXL Service shares in Q1 2023, an estimated $597K.
Level Four Advisory Services first reported a position in EXL Service in Q3 2022 and held it in 2 quarters.
Level Four Advisory Services's EXL Service position peaked at $597K in Q4 2022.
343 funds tracked by Wall St. Rank held EXL Service as of Q1 2023.

Based on Level Four Advisory Services's 13F filing for Q1 2023, filed 5 Jun 2023.