SFG
XPEL icon

Steward Financial Group’s XPEL XPEL Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+10
New +$804 ﹤0.01% 1591
2023
Q2 		– Sell
-4
Closed – – 1020
2023
Q1 		$0 Buy
4
+2
+100% +$141 ﹤0.01% 932
2022
Q4 		$0 Buy
+2
New +$128 ﹤0.01% 839
2022
Q3 		– Sell
-2
Closed – – 1359
2022
Q2 		$0 Buy
+2
New +$94 ﹤0.01% 1426

Other funds holding XPEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steward Financial Group's XPEL Position: Q3 2023 in Review

Steward Financial Group opened a new position in XPEL (XPEL) in Q3 2023: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1591 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in XPEL as recently as Q1 2023.

Steward Financial Group first reported a position in XPEL in Q2 2022 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold XPEL as of Q3 2023.

  • Steward Financial Group held 10 shares of XPEL worth $0 as of Q3 2023.
  • XPEL was a new Steward Financial Group position in Q3 2023.
  • XPEL made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1591 holding.
  • Steward Financial Group first reported a position in XPEL in Q2 2022 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held XPEL as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.