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Turtle Creek Wealth Advisors’s EXL Service EXLS Stock Holding History

Turtle Creek 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
2024
Q1 		– Sell
-47
Closed -$1.45K – 404
2023
Q4 		$1.45K Buy
+47
New +$1.33K ﹤0.01% 809

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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Turtle Creek Wealth Advisors's EXLS Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of EXL Service (EXLS) in Q1 2024, closing a stake of 47 shares — an estimated $1.45K sold.

Turtle Creek Wealth Advisors first reported a position in EXLS in Q4 2023 and held it in 1 quarter. The position peaked at $1.45K in Q4 2023. 337 funds tracked by Wall St. Rank hold EXLS as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining EXL Service position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 47 EXL Service shares in Q1 2024, an estimated $1.45K.
  • Turtle Creek Wealth Advisors first reported a position in EXL Service in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's EXL Service position peaked at $1.45K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held EXL Service as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.