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Wealthcare Advisory Partners’s EXL Service EXLS Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-270
Closed -$5K – 951
2021
Q1 		$5K Buy
+270
New +$4.61K ﹤0.01% 1642
2018
Q1 		– Sell
-30
Closed – – 1124
2017
Q4 		$0 Buy
+30
New +$366 ﹤0.01% 1108

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Wealthcare Advisory Partners's EXLS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of EXL Service (EXLS) in Q2 2021, closing a stake of 270 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in EXLS in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 223 funds tracked by Wall St. Rank hold EXLS as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining EXL Service position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 270 EXL Service shares in Q2 2021, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in EXL Service in Q4 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's EXL Service position peaked at $5K in Q1 2021.
  • 223 funds tracked by Wall St. Rank held EXL Service as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.