de Creative Planning Exelixis EXEL Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 14.7 M | Comprar |
270,292
+36,150
| +15% | +USD 1.76 M | 0.01% | 637 |
|
|
2026
Q1 | USD 10 M | Comprar |
234,142
+14,870
| +7% | +USD 639 k | 0.01% | 691 |
|
|
2025
Q4 | USD 9.6 M | Comprar |
219,272
+108,749
| +98% | +USD 4.5 M | 0.01% | 638 |
|
|
2025
Q3 | USD 4.56 M | Comprar |
110,523
+23,173
| +27% | +USD 931 k | ﹤0.01% | 940 |
|
|
2025
Q2 | USD 3.85 M | Comprar |
87,350
+1,073
| +1% | +USD 42.9 k | ﹤0.01% | 893 |
|
|
2025
Q1 | USD 3.19 M | Comprar |
86,277
+5,682
| +7% | +USD 202 k | ﹤0.01% | 904 |
|
|
2024
Q4 | USD 2.68 M | Comprar |
80,595
+9,661
| +14% | +USD 313 k | ﹤0.01% | 956 |
|
|
2024
Q3 | USD 1.84 M | Vender |
70,934
-766
| -1% | -USD 19 k | ﹤0.01% | 1108 |
|
|
2024
Q2 | USD 1.61 M | Comprar |
71,700
+548
| +0.8% | +USD 12.2 k | ﹤0.01% | 1103 |
|
|
2024
Q1 | USD 1.69 M | Vender |
71,152
-11,337
| -14% | -USD 252 k | ﹤0.01% | 1042 |
|
|
2023
Q4 | USD 1.98 M | Comprar |
82,489
+4,913
| +6% | +USD 107 k | ﹤0.01% | 920 |
|
|
2023
Q3 | USD 1.7 M | Vender |
77,576
-8,736
| -10% | -USD 183 k | ﹤0.01% | 933 |
|
|
2023
Q2 | USD 1.65 M | Vender |
86,312
-10,419
| -11% | -USD 201 k | ﹤0.01% | 905 |
|
|
2023
Q1 | USD 1.88 M | Comprar |
96,731
+21,566
| +29% | +USD 376 k | ﹤0.01% | 797 |
|
|
2022
Q4 | USD 1.21 M | Vender |
75,165
-518
| -0.7% | -USD 8.45 k | ﹤0.01% | 950 |
|
|
2022
Q3 | USD 1.19 M | Comprar |
75,683
+455
| +0.6% | +USD 8.79 k | ﹤0.01% | 896 |
|
|
2022
Q2 | USD 1.57 M | Vender |
75,228
-951
| -1% | -USD 19.6 k | ﹤0.01% | 799 |
|
|
2022
Q1 | USD 1.73 M | Vender |
76,179
-1,598
| -2% | -USD 31.2 k | ﹤0.01% | 762 |
|
|
2021
Q4 | USD 1.42 M | Vender |
77,777
-5,127
| -6% | -USD 98.1 k | ﹤0.01% | 800 |
|
|
2021
Q3 | USD 1.75 M | Vender |
82,904
-1,872
| -2% | -USD 34.8 k | ﹤0.01% | 724 |
|
|
2021
Q2 | USD 1.54 M | Vender |
84,776
-27,228
| -24% | -USD 635 k | ﹤0.01% | 769 |
|
|
2021
Q1 | USD 2.53 M | Vender |
112,004
-7,155
| -6% | -USD 162 k | 0.01% | 628 |
|
|
2020
Q4 | USD 2.39 M | Comprar |
119,159
+38,376
| +48% | +USD 803 k | 0.01% | 601 |
|
|
2020
Q3 | USD 1.98 M | Vender |
80,783
-1,358
| -2% | -USD 31.7 k | 0.01% | 568 |
|
|
2020
Q2 | USD 1.95 M | Comprar |
82,141
+10,240
| +14% | +USD 237 k | 0.01% | 506 |
|
|
2020
Q1 | USD 1.24 M | Comprar |
71,901
+559
| +0.8% | +USD 10.2 k | ﹤0.01% | 565 |
|
|
2019
Q4 | USD 1.26 M | Vender |
71,342
-151,094
| -68% | -USD 2.56 M | ﹤0.01% | 685 |
|
|
2019
Q3 | USD 3.93 M | Vender |
222,436
-10,670
| -5% | -USD 216 k | 0.01% | 337 |
|
|
2019
Q2 | USD 4.98 M | Comprar |
233,106
+36,264
| +18% | +USD 760 k | 0.02% | 289 |
|
|
2019
Q1 | USD 4.68 M | Vender |
196,842
-53,259
| -21% | -USD 1.21 M | 0.02% | 288 |
|
|
2018
Q4 | USD 4.92 M | Vender |
250,101
-45,997
| -16% | -USD 820 k | 0.02% | 247 |
|
|
2018
Q3 | USD 5.25 M | Comprar |
296,098
+196,217
| +196% | +USD 3.83 M | 0.02% | 260 |
|
|
2018
Q2 | USD 2.15 M | Vender |
99,881
-14,438
| -13% | -USD 299 k | 0.01% | 450 |
|
|
2018
Q1 | USD 2.53 M | Comprar |
114,319
+6,022
| +6% | +USD 166 k | 0.01% | 401 |
|
|
2017
Q4 | USD 3.29 M | Comprar |
108,297
+15,910
| +17% | +USD 423 k | 0.01% | 336 |
|
|
2017
Q3 | USD 2.24 M | Vender |
92,387
-151
| -0.2% | -USD 4.02 k | 0.01% | 428 |
|
|
2017
Q2 | USD 2.28 M | Comprar |
92,538
+41,730
| +82% | +USD 883 k | 0.01% | 404 |
|
|
2017
Q1 | USD 1.1 M | Vender |
50,808
-27,178
| -35% | -USD 553 k | 0.01% | 624 |
|
|
2016
Q4 | USD 1.16 M | Vender |
77,986
-6,827
| -8% | -USD 98.5 k | 0.01% | 568 |
|
|
2016
Q3 | USD 1.08 M | Comprar |
84,813
+31,883
| +60% | +USD 345 k | 0.01% | 566 |
|
|
2016
Q2 | USD 413 k | Comprar |
52,930
+5,784
| +12% | +USD 33.3 k | ﹤0.01% | 872 |
|
|
2016
Q1 | USD 189 k | Vender |
47,146
-30,995
| -40% | -USD 131 k | ﹤0.01% | 1237 |
|
|
2015
Q4 | USD 441 k | Comprar |
78,141
+18,300
| +31% | +USD 102 k | ﹤0.01% | 823 |
|
|
2015
Q3 | USD 336 k | Comprar |
59,841
+10,384
| +21% | +USD 56.5 k | ﹤0.01% | 913 |
|
|
2015
Q2 | USD 186 k | Comprar |
49,457
+5,724
| +13% | +USD 18.6 k | ﹤0.01% | 883 |
|
|
2015
Q1 | USD 112 k | Vender |
43,733
-400
| -0.9% | -USD 928 | ﹤0.01% | 1513 |
|
|
2014
Q4 | USD 64 k | Vender |
44,133
-17,824
| -29% | -USD 27.8 k | ﹤0.01% | 1833 |
|
|
2014
Q3 | USD 95 k | Comprar |
61,957
+20,900
| +51% | +USD 67.1 k | ﹤0.01% | 1505 |
|
|
2014
Q2 | USD 139 k | Vender |
41,057
-400
| -1% | -USD 1.38 k | ﹤0.01% | 1230 |
|
|
2014
Q1 | USD 147 k | Comprar |
41,457
+37,650
| +989% | +USD 256 k | ﹤0.01% | 1156 |
|
|
2013
Q4 | USD 23 k | Vender |
3,807
-2,693
| -41% | -USD 14.8 k | ﹤0.01% | 2101 |
|
|
2013
Q3 | USD 38 k | Comprar |
6,500
+2,500
| +63% | +USD 12.9 k | ﹤0.01% | 1683 |
|
|
2013
Q2 | USD 18 k | Comprar |
+4,000
| Nuevas | +USD 19 k | ﹤0.01% | 1989 |
|
Otros fondos que tienen EXEL en su cartera
Posición de Creative Planning en EXEL: resumen de T2 2026
Creative Planning aumentó su participación en Exelixis (EXEL) en 15% durante T2 2026, al comprar aproximadamente USD 1.76 M y elevar la posición a 270,292 acciones con un valor de USD 14.7 M. La posición representa 0.01% de la cartera y ocupa el puesto #637.
Creative Planning reportó por primera vez una posición en EXEL en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. Al cierre de T2 2026, 761 fondos que sigue Wall St. Rank mantienen una posición en EXEL.
- Al cierre de T2 2026, Creative Planning tenía 270,292 acciones de Exelixis con un valor de USD 14.7 M.
- Creative Planning compró 36,150 acciones de Exelixis en T2 2026, por un monto estimado de USD 1.76 M.
- Exelixis representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 637.
- Creative Planning reportó por primera vez una posición en Exelixis en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- Al cierre de T2 2026, 761 fondos que sigue Wall St. Rank tenían Exelixis en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.