RFN
EXLS icon

RDA Financial Network’s EXL Service EXLS Stock Holding History

RDA Financial Network’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
2023
Q3 		– Sell
-7,835
Closed -$237K – 224
2023
Q2 		$237K Sell
7,835
-195
-2% -$6.15K 0.1% 195
2023
Q1 		$260K Hold
8,030
– – 0.12% 176
2022
Q4 		$272K Sell
8,030
-1,185
-13% -$41.2K 0.14% 160
2022
Q3 		$272K Buy
9,215
+40
+0.4% +$1.3K 0.15% 150
2022
Q2 		$270K Buy
9,175
+2,170
+31% +$61.3K 0.14% 155
2022
Q1 		$201K Buy
+7,005
New +$178K 0.08% 214

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RDA Financial Network's EXLS Position: Q3 2023 in Review

RDA Financial Network sold out of EXL Service (EXLS) in Q3 2023, closing a stake of 7,835 shares — an estimated $237K sold.

RDA Financial Network first reported a position in EXLS in Q1 2022 and held it in 6 quarters. The position peaked at $272K in Q4 2022. 328 funds tracked by Wall St. Rank hold EXLS as of Q3 2023.

  • RDA Financial Network reported no remaining EXL Service position as of Q3 2023 after selling out during the quarter.
  • RDA Financial Network sold 7,835 EXL Service shares in Q3 2023, an estimated $237K.
  • RDA Financial Network first reported a position in EXL Service in Q1 2022 and held it in 6 quarters.
  • RDA Financial Network's EXL Service position peaked at $272K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held EXL Service as of Q3 2023.

Based on RDA Financial Network's 13F filing for Q3 2023, filed 18 Oct 2023.