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Wipfli Financial Advisors’s EXL Service EXLS Stock Holding History

Wipfli Financial Advisors’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
2022
Q3 		$29K Buy
+975
New +$31.8K ﹤0.01% 1391

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wipfli Financial Advisors's EXLS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in EXL Service (EXLS) in Q3 2022: 975 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1391 among its holdings.

315 funds tracked by Wall St. Rank hold EXLS as of Q3 2022.

  • Wipfli Financial Advisors held 975 shares of EXL Service worth $29K as of Q3 2022.
  • EXL Service was a new Wipfli Financial Advisors position in Q3 2022.
  • EXL Service made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1391 holding.
  • 315 funds tracked by Wall St. Rank held EXL Service as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.