Navis Wealth Advisors’s Exelixis EXEL Stock Holding History

Navis 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
2021 Q1	–	Sell	-1,000	Closed	-$20K	–	140
2020 Q4	$20K	Buy	+1,000	New	+$20.9K	0.02%	163

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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 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

Navis Wealth Advisors's EXEL Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Exelixis (EXEL) in Q1 2021, closing a stake of 1,000 shares — an estimated $20K sold.

Navis Wealth Advisors first reported a position in EXEL in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 347 funds tracked by Wall St. Rank hold EXEL as of Q1 2021.

Navis Wealth Advisors reported no remaining Exelixis position as of Q1 2021 after selling out during the quarter.
Navis Wealth Advisors sold 1,000 Exelixis shares in Q1 2021, an estimated $20K.
Navis Wealth Advisors first reported a position in Exelixis in Q4 2020 and held it in 1 quarter.
Navis Wealth Advisors's Exelixis position peaked at $20K in Q4 2020.
347 funds tracked by Wall St. Rank held Exelixis as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.