IBEX Wealth Advisors’s Exelixis EXEL Stock Holding History

IBEX 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
2019 Q3	–	Sell	-2,021	Closed	-$43K	–	164
2019 Q2	$43K	Buy	+2,021	New	+$42.4K	0.01%	235
2017 Q1	–	Sell	-2,111	Closed	-$38K	–	168
2016 Q4	$38K	Buy	+2,111	New	+$30.5K	0.02%	185

Other funds holding EXEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IBEX Wealth Advisors's EXEL Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Exelixis (EXEL) in Q3 2019, closing a stake of 2,021 shares — an estimated $43K sold.

IBEX Wealth Advisors first reported a position in EXEL in Q4 2016 and held it in 2 quarters. The position peaked at $43K in Q2 2019. 339 funds tracked by Wall St. Rank hold EXEL as of Q3 2019.

IBEX Wealth Advisors reported no remaining Exelixis position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 2,021 Exelixis shares in Q3 2019, an estimated $43K.
IBEX Wealth Advisors first reported a position in Exelixis in Q4 2016 and held it in 2 quarters.
IBEX Wealth Advisors's Exelixis position peaked at $43K in Q2 2019.
339 funds tracked by Wall St. Rank held Exelixis as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.