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LM Advisors’s XPEL XPEL Stock Holding History

LM 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
Q1 		– Sell
-103
Closed -$5.52K – 713
2023
Q4 		$5.52K Buy
+103
New +$5.53K ﹤0.01% 588

Other funds holding XPEL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

LM Advisors's XPEL Position: Q1 2024 in Review

LM Advisors sold out of XPEL (XPEL) in Q1 2024, closing a stake of 103 shares — an estimated $5.52K sold.

LM Advisors first reported a position in XPEL in Q4 2023 and held it in 1 quarter. The position peaked at $5.52K in Q4 2023. 184 funds tracked by Wall St. Rank hold XPEL as of Q1 2024.

  • LM Advisors reported no remaining XPEL position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 103 XPEL shares in Q1 2024, an estimated $5.52K.
  • LM Advisors first reported a position in XPEL in Q4 2023 and held it in 1 quarter.
  • LM Advisors's XPEL position peaked at $5.52K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held XPEL as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.