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Carolinas Wealth Consulting’s Exelixis EXEL Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-194
Closed -$7.16K – 298
2025
Q1 		$7.16K Hold
194
– – ﹤0.01% 556
2024
Q4 		$6.46K Buy
+194
New +$6.29K ﹤0.01% 598

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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 $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's EXEL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Exelixis (EXEL) in Q2 2025, closing a stake of 194 shares — an estimated $7.16K sold.

Carolinas Wealth Consulting first reported a position in EXEL in Q4 2024 and held it in 2 quarters. The position peaked at $7.16K in Q1 2025. 634 funds tracked by Wall St. Rank hold EXEL as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Exelixis position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 194 Exelixis shares in Q2 2025, an estimated $7.16K.
  • Carolinas Wealth Consulting first reported a position in Exelixis in Q4 2024 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Exelixis position peaked at $7.16K in Q1 2025.
  • 634 funds tracked by Wall St. Rank held Exelixis as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.