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Toth Financial Advisory’s EXL Service EXLS Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-45
Closed -$1.36K – 792
2023
Q2 		$1.36K Hold
45
– – ﹤0.01% 700
2023
Q1 		$1.46K Hold
45
– – ﹤0.01% 711
2022
Q4 		$1.52K Hold
45
– – ﹤0.01% 619
2022
Q3 		$1K Buy
+45
New +$1.47K ﹤0.01% 681

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Toth Financial Advisory's EXLS Position: Q3 2023 in Review

Toth Financial Advisory sold out of EXL Service (EXLS) in Q3 2023, closing a stake of 45 shares — an estimated $1.36K sold.

Toth Financial Advisory first reported a position in EXLS in Q3 2022 and held it in 4 quarters. The position peaked at $1.52K in Q4 2022. 328 funds tracked by Wall St. Rank hold EXLS as of Q3 2023.

  • Toth Financial Advisory reported no remaining EXL Service position as of Q3 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 45 EXL Service shares in Q3 2023, an estimated $1.36K.
  • Toth Financial Advisory first reported a position in EXL Service in Q3 2022 and held it in 4 quarters.
  • Toth Financial Advisory's EXL Service position peaked at $1.52K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held EXL Service as of Q3 2023.

Based on Toth Financial Advisory's 13F filing for Q3 2023, filed 12 Oct 2023.