AWE
EXEL icon

Avidian Wealth Enterprises’s Exelixis EXEL Stock Holding History

Avidian Wealth Enterprises’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
2021
Q1 		– Sell
-21,020
Closed -$422K – 378
2020
Q4 		$422K Buy
21,020
+10,975
+109% +$230K 0.04% 210
2020
Q3 		$246K Buy
+10,045
New +$235K 0.03% 242

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Avidian Wealth Enterprises's EXEL Position: Q1 2021 in Review

Avidian Wealth Enterprises sold out of Exelixis (EXEL) in Q1 2021, closing a stake of 21,020 shares — an estimated $422K sold.

Avidian Wealth Enterprises first reported a position in EXEL in Q3 2020 and held it in 2 quarters. The position peaked at $422K in Q4 2020. 347 funds tracked by Wall St. Rank hold EXEL as of Q1 2021.

  • Avidian Wealth Enterprises reported no remaining Exelixis position as of Q1 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 21,020 Exelixis shares in Q1 2021, an estimated $422K.
  • Avidian Wealth Enterprises first reported a position in Exelixis in Q3 2020 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Exelixis position peaked at $422K in Q4 2020.
  • 347 funds tracked by Wall St. Rank held Exelixis as of Q1 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2021, filed 5 May 2021.