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First Personal Financial Services’s Exelixis EXEL Stock Holding History

First Personal Financial Services’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
-430
Closed -$9K – 604
2019
Q2 		$9K Buy
430
+121
+39% +$2.54K ﹤0.01% 514
2019
Q1 		$7K Buy
309
+64
+26% +$1.46K ﹤0.01% 541
2018
Q4 		$5K Sell
245
-5
-2% -$89 ﹤0.01% 558
2018
Q3 		$4K Hold
250
– – ﹤0.01% 625
2018
Q2 		$5K Buy
+250
New +$5.17K ﹤0.01% 574

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

First Personal Financial Services's EXEL Position: Q3 2019 in Review

First Personal Financial Services sold out of Exelixis (EXEL) in Q3 2019, closing a stake of 430 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in EXEL in Q2 2018 and held it in 5 quarters. The position peaked at $9K in Q2 2019. 339 funds tracked by Wall St. Rank hold EXEL as of Q3 2019.

  • First Personal Financial Services reported no remaining Exelixis position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 430 Exelixis shares in Q3 2019, an estimated $9K.
  • First Personal Financial Services first reported a position in Exelixis in Q2 2018 and held it in 5 quarters.
  • First Personal Financial Services's Exelixis position peaked at $9K in Q2 2019.
  • 339 funds tracked by Wall St. Rank held Exelixis as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.