MWPCG
EXLS icon

Measured Wealth Private Client Group’s EXL Service EXLS Stock Holding History

Measured Wealth Private Client Group’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
2026
Q1 		– Hold
0
– – – 706
2019
Q3 		– Sell
-30,435
Closed -$403K – 159
2019
Q2 		$403K Sell
30,435
-1,525
-5% -$18.7K 0.23% 88
2019
Q1 		$384K Buy
31,960
+9,510
+42% +$112K 0.24% 93
2018
Q4 		$236K Sell
22,450
-9,510
-30% -$111K 0.21% 83
2018
Q3 		$422K Buy
31,960
+5,335
+20% +$66K 0.25% 66
2018
Q2 		$301K Buy
+26,625
New +$304K 0.25% 99

Other funds holding EXLS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return