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Clear Point Advisors’s Exelixis EXEL Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-2,420
Closed -$62.8K – 243
2024
Q3 		$62.8K Sell
2,420
-30
-1% -$746 0.05% 179
2024
Q2 		$55.1K Sell
2,450
-150
-6% -$3.33K 0.05% 184
2024
Q1 		$61.7K Hold
2,600
– – 0.05% 177
2023
Q4 		$62.4K Buy
+2,600
New +$56.5K 0.06% 171

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Clear Point Advisors's EXEL Position: Q4 2024 in Review

Clear Point Advisors sold out of Exelixis (EXEL) in Q4 2024, closing a stake of 2,420 shares — an estimated $62.8K sold.

Clear Point Advisors first reported a position in EXEL in Q4 2023 and held it in 4 quarters. The position peaked at $62.8K in Q3 2024. 518 funds tracked by Wall St. Rank hold EXEL as of Q4 2024.

  • Clear Point Advisors reported no remaining Exelixis position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 2,420 Exelixis shares in Q4 2024, an estimated $62.8K.
  • Clear Point Advisors first reported a position in Exelixis in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Exelixis position peaked at $62.8K in Q3 2024.
  • 518 funds tracked by Wall St. Rank held Exelixis as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.