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TCI Wealth Advisors’s EXL Service EXLS Stock Holding History

TCI 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
Q2 		– Sell
-830
Closed -$26.9K – 879
2023
Q1 		$26.9K Hold
830
– – ﹤0.01% 598
2022
Q4 		$28.1K Hold
830
– – ﹤0.01% 565
2022
Q3 		$24K Buy
830
+15
+2% +$490 ﹤0.01% 577
2022
Q2 		$24K Buy
815
+375
+85% +$10.6K ﹤0.01% 580
2022
Q1 		$13K Sell
440
-30
-6% -$763 ﹤0.01% 924
2021
Q4 		$14K Buy
470
+30
+7% +$790 ﹤0.01% 914
2021
Q3 		$11K Buy
440
+35
+9% +$817 ﹤0.01% 1026
2021
Q2 		$9K Buy
405
+30
+8% +$596 ﹤0.01% 1023
2021
Q1 		$7K Buy
375
+135
+56% +$2.3K ﹤0.01% 1047
2020
Q4 		$4K Hold
240
– – ﹤0.01% 957
2020
Q3 		$3K Hold
240
– – ﹤0.01% 939
2020
Q2 		$3K Buy
240
+65
+37% +$766 ﹤0.01% 892
2020
Q1 		$2K Buy
+175
New +$2.38K ﹤0.01% 1004

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

TCI Wealth Advisors's EXLS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of EXL Service (EXLS) in Q2 2023, closing a stake of 830 shares — an estimated $26.9K sold.

TCI Wealth Advisors first reported a position in EXLS in Q1 2020 and held it in 13 quarters. The position peaked at $28.1K in Q4 2022. 333 funds tracked by Wall St. Rank hold EXLS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining EXL Service position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 830 EXL Service shares in Q2 2023, an estimated $26.9K.
  • TCI Wealth Advisors first reported a position in EXL Service in Q1 2020 and held it in 13 quarters.
  • TCI Wealth Advisors's EXL Service position peaked at $28.1K in Q4 2022.
  • 333 funds tracked by Wall St. Rank held EXL Service as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.