BDO Wealth Advisors’s Exelixis EXEL Stock Holding History

BDO Wealth Advisors’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 Q2	$33.4K	Hold	1,750	–	–	﹤0.01%	492
2023 Q1	$34K	Hold	1,750	–	–	﹤0.01%	489
2022 Q4	$28.1K	Hold	1,750	–	–	﹤0.01%	511
2022 Q3	$27K	Hold	1,750	–	–	﹤0.01%	511
2022 Q2	$36K	Hold	1,750	–	–	﹤0.01%	463
2022 Q1	$40K	Hold	1,750	–	–	﹤0.01%	470
2021 Q4	$32K	Hold	1,750	–	–	﹤0.01%	526
2021 Q3	$37K	Hold	1,750	–	–	﹤0.01%	492
2021 Q2	$32K	Hold	1,750	–	–	﹤0.01%	538
2021 Q1	$40K	Hold	1,750	–	–	﹤0.01%	486
2020 Q4	$35K	Hold	1,750	–	–	﹤0.01%	390
2020 Q3	$43K	Hold	1,750	–	–	0.01%	348
2020 Q2	$42K	Hold	1,750	–	–	0.01%	346
2020 Q1	$30K	Buy	+1,750	New	+$32K	0.01%	394
2018 Q2	–	Sell	-100	Closed	-$2K	–	652
2018 Q1	$2K	Buy	+100	New	+$2.76K	﹤0.01%	508

Other funds holding EXEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BDO Wealth Advisors's EXEL Position: Q2 2023 in Review

BDO Wealth Advisors held its Exelixis (EXEL) position steady in Q2 2023 at 1,750 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

BDO Wealth Advisors first reported a position in EXEL in Q1 2018 and has held it in 15 quarters since. The position peaked at $43K in Q3 2020. 378 funds tracked by Wall St. Rank hold EXEL as of Q2 2023.

BDO Wealth Advisors held 1,750 shares of Exelixis worth $33.4K as of Q2 2023.
BDO Wealth Advisors left its Exelixis share count unchanged in Q2 2023.
Exelixis made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #492 holding.
BDO Wealth Advisors first reported a position in Exelixis in Q1 2018 and has held it in 15 quarters since.
BDO Wealth Advisors's Exelixis position peaked at $43K in Q3 2020.
378 funds tracked by Wall St. Rank held Exelixis as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.