EWM
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Executive Wealth Management’s Exelixis EXEL Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-550
Closed -$12K – 346
2019
Q2 		$12K Hold
550
– – ﹤0.01% 579
2019
Q1 		$13K Buy
+550
New +$12.5K ﹤0.01% 498

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
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Executive Wealth Management's EXEL Position: Q3 2019 in Review

Executive Wealth Management sold out of Exelixis (EXEL) in Q3 2019, closing a stake of 550 shares — an estimated $12K sold.

Executive Wealth Management first reported a position in EXEL in Q1 2019 and held it in 2 quarters. The position peaked at $13K in Q1 2019. 339 funds tracked by Wall St. Rank hold EXEL as of Q3 2019.

  • Executive Wealth Management reported no remaining Exelixis position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 550 Exelixis shares in Q3 2019, an estimated $12K.
  • Executive Wealth Management first reported a position in Exelixis in Q1 2019 and held it in 2 quarters.
  • Executive Wealth Management's Exelixis position peaked at $13K in Q1 2019.
  • 339 funds tracked by Wall St. Rank held Exelixis as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.