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VitalStone Financial’s XPEL XPEL Stock Holding History

VitalStone Financial’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
2024
Q3 		$998 Buy
+23
New +$928 ﹤0.01% 423
2024
Q2 		– Sell
-2
Closed – – 599
2024
Q1 		$0 Hold
2
– – ﹤0.01% 626
2023
Q4 		$0 Hold
2
– – ﹤0.01% 606
2023
Q3 		$0 Sell
2
-70
-97% -$5.63K ﹤0.01% 672
2023
Q2 		$5K Buy
+72
New +$5.32K ﹤0.01% 730
2023
Q1 		– Sell
-85
Closed -$5K – 536
2022
Q4 		$5K Buy
+85
New +$5.43K ﹤0.01% 407

Other funds holding XPEL

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

VitalStone Financial's XPEL Position: Q3 2024 in Review

VitalStone Financial opened a new position in XPEL (XPEL) in Q3 2024: 23 shares worth $998. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: VitalStone Financial previously reported a position in XPEL as recently as Q1 2024.

VitalStone Financial first reported a position in XPEL in Q4 2022 and has held it in 6 quarters since. The position peaked at $5K in Q2 2023. 181 funds tracked by Wall St. Rank hold XPEL as of Q3 2024.

  • VitalStone Financial held 23 shares of XPEL worth $998 as of Q3 2024.
  • XPEL was a new VitalStone Financial position in Q3 2024.
  • XPEL made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #423 holding.
  • VitalStone Financial first reported a position in XPEL in Q4 2022 and has held it in 6 quarters since.
  • VitalStone Financial's XPEL position peaked at $5K in Q2 2023.
  • 181 funds tracked by Wall St. Rank held XPEL as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.