AWM
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AE Wealth Management’s Exelixis EXEL Stock Holding History

AE 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
2026
Q1 		$263K Buy
6,128
+408
+7% +$17.5K ﹤0.01% 1460
2025
Q4 		$251K Buy
+5,720
New +$237K ﹤0.01% 1401
2024
Q1 		– Sell
-10,245
Closed -$227K – 1410
2023
Q4 		$227K Buy
10,245
+60
+0.6% +$1.3K ﹤0.01% 1838
2023
Q3 		$223K Sell
10,185
-593
-6% -$12.4K ﹤0.01% 1743
2023
Q2 		$206K Sell
10,778
-2,309
-18% -$44.5K ﹤0.01% 1737
2023
Q1 		$254K Sell
13,087
-23
-0.2% -$401 ﹤0.01% 1626
2022
Q4 		$210K Buy
+13,110
New +$214K ﹤0.01% 1657
2020
Q3 		– Sell
-28,500
Closed -$677K – 1301
2020
Q2 		$677K Buy
+28,500
New +$660K 0.01% 745

Other funds holding EXEL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $15.3B AUM 50.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return