WAM
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Wealthspire Advisors (Maryland)’s EXL Service EXLS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-2,050
Closed -$25K – 955
2019
Q1 		$25K Sell
2,050
-220
-10% -$2.58K ﹤0.01% 1186
2018
Q4 		$24K Sell
2,270
-25
-1% -$290 ﹤0.01% 1129
2018
Q3 		$30K Buy
2,295
+110
+5% +$1.36K ﹤0.01% 1146
2018
Q2 		$25K Buy
2,185
+1,860
+572% +$21.2K ﹤0.01% 1224
2018
Q1 		$4K Sell
325
-1,655
-84% -$19.7K ﹤0.01% 1900
2017
Q4 		$24K Buy
1,980
+160
+9% +$1.95K ﹤0.01% 1267
2017
Q3 		$21K Sell
1,820
-60
-3% -$672 ﹤0.01% 1286
2017
Q2 		$21K Buy
1,880
+655
+53% +$6.61K ﹤0.01% 1253
2017
Q1 		$12K Hold
1,225
– – ﹤0.01% 1263
2016
Q4 		$12K Sell
1,225
-600
-33% -$5.74K ﹤0.01% 1158
2016
Q3 		$18K Buy
1,825
+650
+55% +$6.61K ﹤0.01% 1085
2016
Q2 		$12K Buy
+1,175
New +$11.9K ﹤0.01% 1159

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return