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RFP Financial Group’s EXL Service EXLS Stock Holding History

RFP Financial Group’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
Q4 		– Sell
-50
Closed -$1.4K – 925
2023
Q3 		$1.4K Hold
50
– – ﹤0.01% 721
2023
Q2 		$1.51K Hold
50
– – ﹤0.01% 748
2023
Q1 		$1.62K Hold
50
– – ﹤0.01% 553
2022
Q4 		$1.69K Buy
+50
New +$1.74K ﹤0.01% 699

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

RFP Financial Group's EXLS Position: Q4 2023 in Review

RFP Financial Group sold out of EXL Service (EXLS) in Q4 2023, closing a stake of 50 shares — an estimated $1.4K sold.

RFP Financial Group first reported a position in EXLS in Q4 2022 and held it in 4 quarters. The position peaked at $1.69K in Q4 2022. 337 funds tracked by Wall St. Rank hold EXLS as of Q4 2023.

  • RFP Financial Group reported no remaining EXL Service position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 50 EXL Service shares in Q4 2023, an estimated $1.4K.
  • RFP Financial Group first reported a position in EXL Service in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's EXL Service position peaked at $1.69K in Q4 2022.
  • 337 funds tracked by Wall St. Rank held EXL Service as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.