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Wealthspire Advisors (Maryland)’s Exelixis EXEL Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-836
Closed -$20K – 954
2019
Q1 		$20K Buy
836
+139
+20% +$3.17K ﹤0.01% 1271
2018
Q4 		$14K Buy
697
+603
+641% +$10.8K ﹤0.01% 1339
2018
Q3 		$2K Buy
94
+32
+52% +$624 ﹤0.01% 2145
2018
Q2 		$1K Sell
62
-56
-47% -$1.16K ﹤0.01% 2301
2018
Q1 		$3K Sell
118
-249
-68% -$6.88K ﹤0.01% 2012
2017
Q4 		$11K Buy
367
+308
+522% +$8.19K ﹤0.01% 1540
2017
Q3 		$1K Buy
59
+11
+23% +$293 ﹤0.01% 2086
2017
Q2 		$1K Buy
+48
New +$1.02K ﹤0.01% 2079

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EXEL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Exelixis (EXEL) in Q2 2019, closing a stake of 836 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in EXEL in Q2 2017 and held it in 8 quarters. The position peaked at $20K in Q1 2019. 346 funds tracked by Wall St. Rank hold EXEL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Exelixis position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 836 Exelixis shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Exelixis in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Exelixis position peaked at $20K in Q1 2019.
  • 346 funds tracked by Wall St. Rank held Exelixis as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.