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Prospera Financial Services’s XPEL XPEL Stock Holding History

Prospera Financial Services’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
2023
Q4 		– Sell
-2,959
Closed -$228K – 1122
2023
Q3 		$228K Sell
2,959
-193
-6% -$15.5K 0.01% 906
2023
Q2 		$265K Buy
+3,152
New +$233K 0.01% 852

Other funds holding XPEL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
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
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CC
Cowbird Capital New York $87M AUM 10.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prospera Financial Services's XPEL Position: Q4 2023 in Review

Prospera Financial Services sold out of XPEL (XPEL) in Q4 2023, closing a stake of 2,959 shares — an estimated $228K sold.

Prospera Financial Services first reported a position in XPEL in Q2 2023 and held it in 2 quarters. The position peaked at $265K in Q2 2023. 186 funds tracked by Wall St. Rank hold XPEL as of Q4 2023.

  • Prospera Financial Services reported no remaining XPEL position as of Q4 2023 after selling out during the quarter.
  • Prospera Financial Services sold 2,959 XPEL shares in Q4 2023, an estimated $228K.
  • Prospera Financial Services first reported a position in XPEL in Q2 2023 and held it in 2 quarters.
  • Prospera Financial Services's XPEL position peaked at $265K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held XPEL as of Q4 2023.

Based on Prospera Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.