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Private Wealth Management Group’s XPEL XPEL Stock Holding History

Private Wealth Management Group’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
Q4 		– Sell
-16
Closed -$694 – 1584
2024
Q3 		$694 Buy
16
+1
+7% +$40 ﹤0.01% 1362
2024
Q2 		$534 Buy
+15
New +$646 ﹤0.01% 1433

Other funds holding XPEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Private Wealth Management Group's XPEL Position: Q4 2024 in Review

Private Wealth Management Group sold out of XPEL (XPEL) in Q4 2024, closing a stake of 16 shares — an estimated $694 sold.

Private Wealth Management Group first reported a position in XPEL in Q2 2024 and held it in 2 quarters. The position peaked at $694 in Q3 2024. 172 funds tracked by Wall St. Rank hold XPEL as of Q4 2024.

  • Private Wealth Management Group reported no remaining XPEL position as of Q4 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 16 XPEL shares in Q4 2024, an estimated $694.
  • Private Wealth Management Group first reported a position in XPEL in Q2 2024 and held it in 2 quarters.
  • Private Wealth Management Group's XPEL position peaked at $694 in Q3 2024.
  • 172 funds tracked by Wall St. Rank held XPEL as of Q4 2024.

Based on Private Wealth Management Group's 13F filing for Q4 2024, filed 27 Jan 2025.