Personal Capital Advisors’s EXL Service EXLS Stock Holding History

Personal Capital 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 Q4	$338K	Sell	9,960 -70	-0.7%	-$2.43K	﹤0.01%	360
2022 Q3	$296K	Buy	10,030 +70	+0.7%	+$2.28K	﹤0.01%	361
2022 Q2	$293K	Buy	9,960 +185	+2%	+$5.23K	﹤0.01%	358
2022 Q1	$280K	Hold	9,775	–	–	﹤0.01%	401
2021 Q4	$283K	Hold	9,775	–	–	﹤0.01%	449
2021 Q3	$241K	Hold	9,775	–	–	﹤0.01%	449
2021 Q2	$208K	Buy	+9,775	New	+$194K	﹤0.01%	468
2018 Q3	–	Sell	-19,075	Closed	-$216K	–	297
2018 Q2	$216K	Hold	19,075	–	–	﹤0.01%	266
2018 Q1	$213K	Hold	19,075	–	–	﹤0.01%	251
2017 Q4	$230K	Hold	19,075	–	–	﹤0.01%	232
2017 Q3	$222K	Hold	19,075	–	–	﹤0.01%	211
2017 Q2	$212K	Buy	+19,075	New	+$192K	﹤0.01%	210

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Personal Capital Advisors's EXLS Position: Q4 2022 in Review

Personal Capital Advisors reduced its EXL Service (EXLS) stake by 0.7% in Q4 2022, selling an estimated $2.43K and leaving 9,960 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Personal Capital Advisors first reported a position in EXLS in Q2 2017 and has held it in 12 quarters since. 336 funds tracked by Wall St. Rank hold EXLS as of Q4 2022.

Personal Capital Advisors held 9,960 shares of EXL Service worth $338K as of Q4 2022.
Personal Capital Advisors sold 70 EXL Service shares in Q4 2022, an estimated $2.43K.
EXL Service made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #360 holding.
Personal Capital Advisors first reported a position in EXL Service in Q2 2017 and has held it in 12 quarters since.
336 funds tracked by Wall St. Rank held EXL Service as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.