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Alera Investment Advisors’s Exelixis EXEL Stock Holding History

Alera Investment Advisors’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-64
Closed -$2K – 383
2019
Q1 		$2K Sell
64
-242
-79% -$5.52K ﹤0.01% 808
2018
Q4 		$6K Buy
+306
New +$5.46K ﹤0.01% 554

Other funds holding EXEL

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
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Alera Investment Advisors's EXEL Position: Q2 2019 in Review

Alera Investment Advisors sold out of Exelixis (EXEL) in Q2 2019, closing a stake of 64 shares — an estimated $2K sold.

Alera Investment Advisors first reported a position in EXEL in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 346 funds tracked by Wall St. Rank hold EXEL as of Q2 2019.

  • Alera Investment Advisors reported no remaining Exelixis position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 64 Exelixis shares in Q2 2019, an estimated $2K.
  • Alera Investment Advisors first reported a position in Exelixis in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Exelixis position peaked at $6K in Q4 2018.
  • 346 funds tracked by Wall St. Rank held Exelixis as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.