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Venturi Wealth Management’s XPEL XPEL Stock Holding History

Venturi Wealth Management’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
2025
Q1 		– Sell
-109
Closed -$4.35K – 1873
2024
Q4 		$4.35K Buy
+109
New +$4.65K ﹤0.01% 1727

Other funds holding XPEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Venturi Wealth Management's XPEL Position: Q1 2025 in Review

Venturi Wealth Management sold out of XPEL (XPEL) in Q1 2025, closing a stake of 109 shares — an estimated $4.35K sold.

Venturi Wealth Management first reported a position in XPEL in Q4 2024 and held it in 1 quarter. The position peaked at $4.35K in Q4 2024. 167 funds tracked by Wall St. Rank hold XPEL as of Q1 2025.

  • Venturi Wealth Management reported no remaining XPEL position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 109 XPEL shares in Q1 2025, an estimated $4.35K.
  • Venturi Wealth Management first reported a position in XPEL in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's XPEL position peaked at $4.35K in Q4 2024.
  • 167 funds tracked by Wall St. Rank held XPEL as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.