Liberty Wealth Management’s EXL Service EXLS Stock Holding History

Liberty Wealth Management’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
2021 Q4	–	Sell	-1,090	Closed	-$28K	–	467
2021 Q3	$28K	Buy	1,090 +355	+48%	+$8.28K	0.01%	563
2021 Q2	$16K	Hold	735	–	–	0.01%	553
2021 Q1	$11K	Hold	735	–	–	0.01%	569
2020 Q4	$11K	Hold	735	–	–	0.01%	564
2020 Q3	$10K	Sell	735 -10	-1%	-$128	0.01%	514
2020 Q2	$9K	Hold	745	–	–	0.01%	510
2020 Q1	$8K	Sell	745 -70	-9%	-$954	0.01%	498
2019 Q4	$11K	Hold	815	–	–	0.01%	517
2019 Q3	$11K	Sell	815 -20	-2%	-$267	0.01%	496
2019 Q2	$11K	Hold	835	–	–	0.01%	498
2019 Q1	$10K	Hold	835	–	–	0.01%	438
2018 Q4	$8K	Buy	+835	New	+$9.7K	0.01%	464

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

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

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

GCM

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

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

Liberty Wealth Management's EXLS Position: Q4 2021 in Review

Liberty Wealth Management sold out of EXL Service (EXLS) in Q4 2021, closing a stake of 1,090 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in EXLS in Q4 2018 and held it in 12 quarters. The position peaked at $28K in Q3 2021. 286 funds tracked by Wall St. Rank hold EXLS as of Q4 2021.

Liberty Wealth Management reported no remaining EXL Service position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,090 EXL Service shares in Q4 2021, an estimated $28K.
Liberty Wealth Management first reported a position in EXL Service in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's EXL Service position peaked at $28K in Q3 2021.
286 funds tracked by Wall St. Rank held EXL Service as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.