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Prospera Financial Services’s EXL Service EXLS Stock Holding History

Prospera Financial Services’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
-1,450
Closed -$43K – 1067
2022
Q2 		$43K Buy
1,450
+245
+20% +$6.92K ﹤0.01% 1060
2022
Q1 		$35K Buy
+1,205
New +$30.7K ﹤0.01% 1513

Other funds holding EXLS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Prospera Financial Services's EXLS Position: Q3 2022 in Review

Prospera Financial Services sold out of EXL Service (EXLS) in Q3 2022, closing a stake of 1,450 shares — an estimated $43K sold.

Prospera Financial Services first reported a position in EXLS in Q1 2022 and held it in 2 quarters. The position peaked at $43K in Q2 2022. 315 funds tracked by Wall St. Rank hold EXLS as of Q3 2022.

  • Prospera Financial Services reported no remaining EXL Service position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,450 EXL Service shares in Q3 2022, an estimated $43K.
  • Prospera Financial Services first reported a position in EXL Service in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's EXL Service position peaked at $43K in Q2 2022.
  • 315 funds tracked by Wall St. Rank held EXL Service as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.