TWP
EXLS icon

TFO Wealth Partners’s EXL Service EXLS Stock Holding History

TFO Wealth Partners’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
-5
Closed -$159 – 281
2024
Q1 		$159 Hold
5
– – ﹤0.01% 545
2023
Q4 		$154 Buy
5
+3
+150% +$85 ﹤0.01% 712
2023
Q3 		$302 Sell
2
-3
-60% -$88 ﹤0.01% 651
2023
Q2 		$151 Hold
5
– – ﹤0.01% 579
2023
Q1 		$162 Sell
5
-545
-99% -$18.1K ﹤0.01% 539
2022
Q4 		$2.91K Buy
+550
New +$19.1K ﹤0.01% 216

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

TFO Wealth Partners's EXLS Position: Q2 2024 in Review

TFO Wealth Partners sold out of EXL Service (EXLS) in Q2 2024, closing a stake of 5 shares — an estimated $159 sold.

TFO Wealth Partners first reported a position in EXLS in Q4 2022 and held it in 6 quarters. The position peaked at $2.91K in Q4 2022. 345 funds tracked by Wall St. Rank hold EXLS as of Q2 2024.

  • TFO Wealth Partners reported no remaining EXL Service position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 5 EXL Service shares in Q2 2024, an estimated $159.
  • TFO Wealth Partners first reported a position in EXL Service in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's EXL Service position peaked at $2.91K in Q4 2022.
  • 345 funds tracked by Wall St. Rank held EXL Service as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.