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SYSTM Wealth Solutions’s EXL Service EXLS Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-209
Closed -$6.65K – 761
2024
Q1 		$6.65K Buy
209
+14
+7% +$435 ﹤0.01% 812
2023
Q4 		$6.02K Buy
+195
New +$5.52K ﹤0.01% 872

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

SYSTM Wealth Solutions's EXLS Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of EXL Service (EXLS) in Q2 2024, closing a stake of 209 shares — an estimated $6.65K sold.

SYSTM Wealth Solutions first reported a position in EXLS in Q4 2023 and held it in 2 quarters. The position peaked at $6.65K in Q1 2024. 345 funds tracked by Wall St. Rank hold EXLS as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining EXL Service position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 209 EXL Service shares in Q2 2024, an estimated $6.65K.
  • SYSTM Wealth Solutions first reported a position in EXL Service in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's EXL Service position peaked at $6.65K in Q1 2024.
  • 345 funds tracked by Wall St. Rank held EXL Service as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.