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Sutton Wealth Advisors’s EXL Service EXLS Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-1,060
Closed -$35.9K – 1050
2022
Q4 		$35.9K Sell
1,060
-1,410
-57% -$49K 0.01% 489
2022
Q3 		$72.8K Sell
2,470
-20
-0.8% -$653 0.03% 297
2022
Q2 		$73.4K Buy
2,490
+10
+0.4% +$283 0.03% 289
2022
Q1 		$71.1K Buy
2,480
+80
+3% +$2.04K 0.02% 317
2021
Q4 		$69.5K Buy
2,400
+35
+1% +$922 0.02% 331
2021
Q3 		$58.2K Hold
2,365
– – 0.02% 360
2021
Q2 		$50.3K Buy
2,365
+670
+40% +$13.3K 0.02% 405
2021
Q1 		$30.6K Buy
1,695
+50
+3% +$853 0.01% 543
2020
Q4 		$28K Hold
1,645
– – 0.01% 517
2020
Q3 		$21.7K Hold
1,645
– – 0.01% 522
2020
Q2 		$20.9K Hold
1,645
– – 0.01% 518
2020
Q1 		$17.1K Hold
1,645
– – 0.01% 518
2019
Q4 		$22.9K Hold
1,645
– – 0.01% 553
2019
Q3 		$22K Hold
1,645
– – 0.01% 552
2019
Q2 		$21.8K Hold
1,645
– – 0.01% 544
2019
Q1 		$19.7K Hold
1,645
– – 0.01% 574
2018
Q4 		$17.3K Hold
1,645
– – 0.01% 569
2018
Q3 		$21.8K Hold
1,645
– – 0.01% 560
2018
Q2 		$18.6K Hold
1,645
– – 0.01% 617
2018
Q1 		$18.3K Hold
1,645
– – 0.01% 606
2017
Q4 		$19.9K Hold
1,645
– – 0.01% 559
2017
Q3 		$19.2K Hold
1,645
– – 0.01% 562
2017
Q2 		$18.3K Buy
1,645
+105
+7% +$1.06K 0.01% 563
2017
Q1 		$14.6K Hold
1,540
– – 0.01% 620
2016
Q4 		$15.5K Hold
1,540
– – 0.01% 571
2016
Q3 		$15.4K Hold
1,540
– – 0.01% 539
2016
Q2 		$16.1K Hold
1,540
– – 0.02% 503
2016
Q1 		$16K Buy
+1,540
New +$14.2K 0.02% 494

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's EXLS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of EXL Service (EXLS) in Q1 2023, closing a stake of 1,060 shares — an estimated $35.9K sold.

Sutton Wealth Advisors first reported a position in EXLS in Q1 2016 and held it in 28 quarters. The position peaked at $73.4K in Q2 2022. 342 funds tracked by Wall St. Rank hold EXLS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining EXL Service position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,060 EXL Service shares in Q1 2023, an estimated $35.9K.
  • Sutton Wealth Advisors first reported a position in EXL Service in Q1 2016 and held it in 28 quarters.
  • Sutton Wealth Advisors's EXL Service position peaked at $73.4K in Q2 2022.
  • 342 funds tracked by Wall St. Rank held EXL Service as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.