WFPG
XPEL icon

Waller Financial Planning Group’s XPEL XPEL Stock Holding History

Waller Financial Planning Group’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
2020
Q3 		– Sell
-41,500
Closed -$649K – 48
2020
Q2 		$649K Sell
41,500
-2,500
-6% -$34.2K 0.25% 34
2020
Q1 		$441K Buy
44,000
+1,600
+4% +$21.7K 0.23% 33
2019
Q4 		$621K Sell
42,400
-3,000
-7% -$39.1K 0.31% 33
2019
Q3 		$489K Buy
+45,400
New +$408K 0.26% 37

Other funds holding XPEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
ICM
ISZO Capital Management New York $2M AUM 35.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waller Financial Planning Group's XPEL Position: Q3 2020 in Review

Waller Financial Planning Group sold out of XPEL (XPEL) in Q3 2020, closing a stake of 41,500 shares — an estimated $649K sold.

Waller Financial Planning Group first reported a position in XPEL in Q3 2019 and held it in 4 quarters. The position peaked at $649K in Q2 2020. 72 funds tracked by Wall St. Rank hold XPEL as of Q3 2020.

  • Waller Financial Planning Group reported no remaining XPEL position as of Q3 2020 after selling out during the quarter.
  • Waller Financial Planning Group sold 41,500 XPEL shares in Q3 2020, an estimated $649K.
  • Waller Financial Planning Group first reported a position in XPEL in Q3 2019 and held it in 4 quarters.
  • Waller Financial Planning Group's XPEL position peaked at $649K in Q2 2020.
  • 72 funds tracked by Wall St. Rank held XPEL as of Q3 2020.

Based on Waller Financial Planning Group's 13F filing for Q3 2020, filed 19 Oct 2020.