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Capital Advisors Ltd’s Exelixis EXEL Stock Holding History

Capital Advisors Ltd’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 		$31K Hold
731
– – ﹤0.01% 592
2025
Q4 		$32K Hold
731
– – ﹤0.01% 572
2025
Q3 		$30K Hold
731
– – ﹤0.01% 572
2025
Q2 		$32K Hold
731
– – ﹤0.01% 555
2025
Q1 		$27K Hold
731
– – ﹤0.01% 571
2024
Q4 		$24K Hold
731
– – ﹤0.01% 589
2024
Q3 		$19K Hold
731
– – ﹤0.01% 619
2024
Q2 		$16K Sell
731
-5
-0.7% -$111 ﹤0.01% 631
2024
Q1 		$17K Buy
736
+11
+2% +$245 ﹤0.01% 612
2023
Q4 		$17K Hold
725
– – ﹤0.01% 587
2023
Q3 		$16K Hold
725
– – ﹤0.01% 592
2023
Q2 		$14K Buy
725
+714
+6,491% +$13.8K ﹤0.01% 625
2023
Q1 		$0 Sell
11
-714
-98% -$12.4K ﹤0.01% 1297
2022
Q4 		$0 Buy
+725
New +$11.8K ﹤0.01% 1333
2022
Q2 		– Sell
-12
Closed – – 1087
2022
Q1 		$0 Buy
12
+4
+50% +$78 ﹤0.01% 989
2021
Q4 		$0 Buy
+8
New +$153 ﹤0.01% 853

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