KJWM
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Kiley Juergens Wealth Management’s Exelixis EXEL Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-40
Closed – – 235
2018
Q3 		$0 Hold
40
– – ﹤0.01% 679
2018
Q2 		$0 Buy
+40
New +$827 ﹤0.01% 617
2018
Q1 		– Sell
-40
Closed -$1K – 253
2017
Q4 		$1K Buy
+40
New +$1.06K ﹤0.01% 648

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
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
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
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kiley Juergens Wealth Management's EXEL Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Exelixis (EXEL) in Q4 2018, closing a stake of 40 shares.

Kiley Juergens Wealth Management first reported a position in EXEL in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2017. 344 funds tracked by Wall St. Rank hold EXEL as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Exelixis position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 40 Exelixis shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Exelixis in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Exelixis position peaked at $1K in Q4 2017.
  • 344 funds tracked by Wall St. Rank held Exelixis as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.