Xencor shares owned by EP Wealth Advisors
Historical chart of EP Wealth Advisors investment in Xencor
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All positions including Xencor held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Xencor by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $105k | 13k | 7.86 |
| 2025-03-31 | $139k | 13k | 10.64 |
| 2024-12-31 | $299k | 13k | 22.98 |
| 2024-09-30 | $261k | 13k | 20.11 |
| 2024-06-30 | $246k | 13k | 18.93 |
| 2024-03-31 | $288k | 13k | 22.13 |
| 2023-12-31 | $276k | 13k | 21.23 |
| 2023-09-30 | $262k | 13k | 20.15 |
| 2023-06-30 | $325k | 40k | 8.18 |
| 2023-03-31 | $13M | 85k | 149.54 |
| 2022-12-31 | $339k | 13k | 26.04 |
| 2022-09-30 | $338k | 13k | 26.00 |
| 2022-06-30 | $371k | 14k | 27.37 |
| 2022-03-31 | $349k | 13k | 26.66 |
| 2021-12-31 | $530k | 13k | 40.14 |
| 2021-09-30 | $431k | 6.9k | 62.88 |
| 2021-06-30 | $449k | 13k | 34.52 |
| 2021-03-31 | $566k | 13k | 43.05 |
| 2020-12-31 | $574k | 13k | 43.66 |
| 2020-09-30 | $776k | 20k | 38.80 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $817k | 27k | 29.87 |
| 2019-12-31 | $941k | 27k | 34.40 |
| 2019-09-30 | $1.1M | 32k | 33.72 |