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Evolution Wealth Advisors’s Exelixis EXEL Stock Holding History

Evolution Wealth 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
2020
Q4 		– Sell
-553
Closed -$14K – 594
2020
Q3 		$14K Sell
553
-135
-20% -$3.15K ﹤0.01% 309
2020
Q2 		$16K Buy
+688
New +$15.9K 0.01% 227

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Evolution Wealth Advisors's EXEL Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Exelixis (EXEL) in Q4 2020, closing a stake of 553 shares — an estimated $14K sold.

Evolution Wealth Advisors first reported a position in EXEL in Q2 2020 and held it in 2 quarters. The position peaked at $16K in Q2 2020. 351 funds tracked by Wall St. Rank hold EXEL as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Exelixis position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 553 Exelixis shares in Q4 2020, an estimated $14K.
  • Evolution Wealth Advisors first reported a position in Exelixis in Q2 2020 and held it in 2 quarters.
  • Evolution Wealth Advisors's Exelixis position peaked at $16K in Q2 2020.
  • 351 funds tracked by Wall St. Rank held Exelixis as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.