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Dynamic Wealth Strategies’s Exelixis EXEL Stock Holding History

Dynamic Wealth Strategies’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
-141
Closed -$5.21K – 237
2025
Q1 		$5.21K Buy
+141
New +$5.02K ﹤0.01% 207
2024
Q4 		– Sell
-422
Closed -$11K – 124
2024
Q3 		$11K Hold
422
– – 0.01% 190
2024
Q2 		$9K Hold
422
– – 0.01% 199
2024
Q1 		$10K Hold
422
– – 0.01% 202
2023
Q4 		$10.1K Buy
+422
New +$9.18K 0.01% 199

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
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 $46.4B AUM 27.74% 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

Dynamic Wealth Strategies's EXEL Position: Q2 2025 in Review

Dynamic Wealth Strategies sold out of Exelixis (EXEL) in Q2 2025, closing a stake of 141 shares — an estimated $5.21K sold.

Dynamic Wealth Strategies first reported a position in EXEL in Q4 2023 and held it in 5 quarters. The position peaked at $11K in Q3 2024. 633 funds tracked by Wall St. Rank hold EXEL as of Q2 2025.

  • Dynamic Wealth Strategies reported no remaining Exelixis position as of Q2 2025 after selling out during the quarter.
  • Dynamic Wealth Strategies sold 141 Exelixis shares in Q2 2025, an estimated $5.21K.
  • Dynamic Wealth Strategies first reported a position in Exelixis in Q4 2023 and held it in 5 quarters.
  • Dynamic Wealth Strategies's Exelixis position peaked at $11K in Q3 2024.
  • 633 funds tracked by Wall St. Rank held Exelixis as of Q2 2025.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2025, filed 13 Aug 2025.