SWA
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Sutton Wealth Advisors’s XPEL XPEL Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-254
Closed -$15.3K – 1584
2022
Q4 		$15.3K Hold
254
– – 0.01% 801
2022
Q3 		$16.4K Buy
254
+3
+1% +$195 0.01% 726
2022
Q2 		$11.5K Buy
251
+103
+70% +$4.86K ﹤0.01% 857
2022
Q1 		$7.79K Buy
+148
New +$9.14K ﹤0.01% 1010

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
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
CC
Cowbird Capital New York $87M AUM 10.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 XPEL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of XPEL (XPEL) in Q1 2023, closing a stake of 254 shares — an estimated $15.3K sold.

Sutton Wealth Advisors first reported a position in XPEL in Q1 2022 and held it in 4 quarters. The position peaked at $16.4K in Q3 2022. 176 funds tracked by Wall St. Rank hold XPEL as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining XPEL position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 254 XPEL shares in Q1 2023, an estimated $15.3K.
  • Sutton Wealth Advisors first reported a position in XPEL in Q1 2022 and held it in 4 quarters.
  • Sutton Wealth Advisors's XPEL position peaked at $16.4K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held XPEL as of Q1 2023.

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