SFS
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Sowell Financial Services’s EXL Service EXLS Stock Holding History

Sowell 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
2021
Q2 		– Sell
-390
Closed -$8K – 1209
2021
Q1 		$8K Hold
390
– – ﹤0.01% 2399
2020
Q4 		$7K Buy
390
+255
+189% +$4.04K ﹤0.01% 2155
2020
Q3 		$2K Hold
135
– – ﹤0.01% 2213
2020
Q2 		$2K Hold
135
– – ﹤0.01% 2144
2020
Q1 		$1K Sell
135
-50
-27% -$682 ﹤0.01% 2228
2019
Q4 		$3K Sell
185
-50
-21% -$684 ﹤0.01% 2054
2019
Q3 		$3K Buy
+235
New +$3.14K ﹤0.01% 1918

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Sowell Financial Services's EXLS Position: Q2 2021 in Review

Sowell Financial Services sold out of EXL Service (EXLS) in Q2 2021, closing a stake of 390 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in EXLS in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 223 funds tracked by Wall St. Rank hold EXLS as of Q2 2021.

  • Sowell Financial Services reported no remaining EXL Service position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 390 EXL Service shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in EXL Service in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's EXL Service position peaked at $8K in Q1 2021.
  • 223 funds tracked by Wall St. Rank held EXL Service as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.