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Atticus Wealth Management’s Exelixis EXEL Stock Holding History

Atticus 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
2023
Q1 		– Sell
-1,000
Closed -$16K – 557
2022
Q4 		$16K Hold
1,000
– – 0.01% 354
2022
Q3 		$21K Hold
1,000
– – 0.01% 305
2022
Q2 		$21K Hold
1,000
– – 0.01% 333
2022
Q1 		$23K Buy
+1,000
New +$19.5K 0.01% 316

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atticus Wealth Management's EXEL Position: Q1 2023 in Review

Atticus Wealth Management sold out of Exelixis (EXEL) in Q1 2023, closing a stake of 1,000 shares — an estimated $16K sold.

Atticus Wealth Management first reported a position in EXEL in Q1 2022 and held it in 4 quarters. The position peaked at $23K in Q1 2022. 363 funds tracked by Wall St. Rank hold EXEL as of Q1 2023.

  • Atticus Wealth Management reported no remaining Exelixis position as of Q1 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 1,000 Exelixis shares in Q1 2023, an estimated $16K.
  • Atticus Wealth Management first reported a position in Exelixis in Q1 2022 and held it in 4 quarters.
  • Atticus Wealth Management's Exelixis position peaked at $23K in Q1 2022.
  • 363 funds tracked by Wall St. Rank held Exelixis as of Q1 2023.

Based on Atticus Wealth Management's 13F filing for Q1 2023, filed 17 Apr 2023.