Values First Advisors’s XPEL XPEL Stock Holding History

Values First Advisors’s Portfolio XPEL Stock Details XPEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-60	Closed	-$4.11K	–	348
2023 Q1	$4.11K	Buy	+60	New	+$4.23K	﹤0.01%	232

Other funds holding XPEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cowbird Capital New York $87M AUM 10.91% 1-Year Est. Return

Values First Advisors's XPEL Position: Q2 2023 in Review

Values First Advisors sold out of XPEL (XPEL) in Q2 2023, closing a stake of 60 shares — an estimated $4.11K sold.

Values First Advisors first reported a position in XPEL in Q1 2023 and held it in 1 quarter. The position peaked at $4.11K in Q1 2023. 180 funds tracked by Wall St. Rank hold XPEL as of Q2 2023.

Values First Advisors reported no remaining XPEL position as of Q2 2023 after selling out during the quarter.
Values First Advisors sold 60 XPEL shares in Q2 2023, an estimated $4.11K.
Values First Advisors first reported a position in XPEL in Q1 2023 and held it in 1 quarter.
Values First Advisors's XPEL position peaked at $4.11K in Q1 2023.
180 funds tracked by Wall St. Rank held XPEL as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.