One Wealth Advisors’s EXL Service EXLS Stock Holding History

One Wealth 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
2022 Q3	–	Sell	-8,030	Closed	-$237K	–	181
2022 Q2	$237K	Sell	8,030 -35	-0.4%	-$989	0.06%	163
2022 Q1	$231K	Hold	8,065	–	–	0.06%	184
2021 Q4	$234K	Buy	+8,065	New	+$212K	0.06%	174
2018 Q4	–	Sell	-7,250	Closed	-$96K	–	225
2018 Q3	$96K	Buy	+7,250	New	+$89.8K	0.07%	198
2018 Q2	–	Sell	-8,975	Closed	-$100K	–	565
2018 Q1	$100K	Buy	+8,975	New	+$107K	0.09%	174

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

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

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

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

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

GCM

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

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

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

One Wealth Advisors's EXLS Position: Q3 2022 in Review

One Wealth Advisors sold out of EXL Service (EXLS) in Q3 2022, closing a stake of 8,030 shares — an estimated $237K sold.

One Wealth Advisors first reported a position in EXLS in Q1 2018 and held it in 5 quarters. The position peaked at $237K in Q2 2022. 315 funds tracked by Wall St. Rank hold EXLS as of Q3 2022.

One Wealth Advisors reported no remaining EXL Service position as of Q3 2022 after selling out during the quarter.
One Wealth Advisors sold 8,030 EXL Service shares in Q3 2022, an estimated $237K.
One Wealth Advisors first reported a position in EXL Service in Q1 2018 and held it in 5 quarters.
One Wealth Advisors's EXL Service position peaked at $237K in Q2 2022.
315 funds tracked by Wall St. Rank held EXL Service as of Q3 2022.

Based on One Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.