Delap Wealth Advisory’s Exelixis EXEL Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-9,025	Closed	-$214K	–	182
2024 Q1	$214K	Buy	+9,025	New	+$201K	0.09%	228

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Delap Wealth Advisory's EXEL Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Exelixis (EXEL) in Q2 2024, closing a stake of 9,025 shares — an estimated $214K sold.

Delap Wealth Advisory first reported a position in EXEL in Q1 2024 and held it in 1 quarter. The position peaked at $214K in Q1 2024. 413 funds tracked by Wall St. Rank hold EXEL as of Q2 2024.

Delap Wealth Advisory reported no remaining Exelixis position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 9,025 Exelixis shares in Q2 2024, an estimated $214K.
Delap Wealth Advisory first reported a position in Exelixis in Q1 2024 and held it in 1 quarter.
Delap Wealth Advisory's Exelixis position peaked at $214K in Q1 2024.
413 funds tracked by Wall St. Rank held Exelixis as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.