Raymond James Financial Services Advisors’s EXL Service EXLS Stock Holding History

Raymond James Financial Services 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
2024 Q3	$571K	Buy	14,965 +2,000	+15%	+$69.8K	﹤0.01%	2525
2024 Q2	$407K	Buy	12,965 +623	+5%	+$18.7K	﹤0.01%	2678
2024 Q1	$392K	Buy	12,342 +4,516	+58%	+$140K	﹤0.01%	2692
2023 Q4	$241K	Sell	7,826 -769	-9%	-$21.8K	﹤0.01%	2880
2023 Q3	$241K	Sell	8,595 -1,020	-11%	-$29.9K	﹤0.01%	2803
2023 Q2	$290K	Buy	9,615 +1,555	+19%	+$49K	﹤0.01%	2680
2023 Q1	$261K	Buy	8,060 +745	+10%	+$24.7K	﹤0.01%	2735
2022 Q4	$248K	Buy	+7,315	New	+$254K	﹤0.01%	2719
2020 Q1	–	Sell	-22,160	Closed	-$308K	–	2543
2019 Q4	$308K	Buy	22,160 +5	+0%	+$68	﹤0.01%	2307
2019 Q3	$297K	Buy	+22,155	New	+$296K	﹤0.01%	2253

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial Services Advisors's EXLS Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its EXL Service (EXLS) stake by 15% in Q3 2024, buying an estimated $69.8K and bringing the position to 14,965 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

Raymond James Financial Services Advisors first reported a position in EXLS in Q3 2019 and has held it in 10 quarters since. 362 funds tracked by Wall St. Rank hold EXLS as of Q3 2024.

Raymond James Financial Services Advisors held 14,965 shares of EXL Service worth $571K as of Q3 2024.
Raymond James Financial Services Advisors bought 2,000 EXL Service shares in Q3 2024, an estimated $69.8K.
EXL Service made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2525 holding.
Raymond James Financial Services Advisors first reported a position in EXL Service in Q3 2019 and has held it in 10 quarters since.
362 funds tracked by Wall St. Rank held EXL Service as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.