HGWM
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Harvest Group Wealth Management’s Exelixis EXEL Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-10
Closed – – 246
2020
Q4 		$0 Hold
10
– – ﹤0.01% 701
2020
Q3 		$0 Hold
10
– – ﹤0.01% 650
2020
Q2 		$0 Hold
10
– – ﹤0.01% 585
2020
Q1 		$0 Sell
10
-106
-91% -$1.94K ﹤0.01% 641
2019
Q4 		$2K Sell
116
-29
-20% -$492 ﹤0.01% 602
2019
Q3 		$3K Buy
145
+28
+24% +$567 ﹤0.01% 544
2019
Q2 		$2K Buy
117
+27
+30% +$566 ﹤0.01% 532
2019
Q1 		$2K Buy
+90
New +$2.05K ﹤0.01% 610

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

Harvest Group Wealth Management's EXEL Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Exelixis (EXEL) in Q1 2021, closing a stake of 10 shares.

Harvest Group Wealth Management first reported a position in EXEL in Q1 2019 and held it in 8 quarters. The position peaked at $3K in Q3 2019. 347 funds tracked by Wall St. Rank hold EXEL as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Exelixis position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 10 Exelixis shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Exelixis in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Exelixis position peaked at $3K in Q3 2019.
  • 347 funds tracked by Wall St. Rank held Exelixis as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.