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Financial Synergies Wealth Advisors’s Exelixis EXEL Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-10
Closed -$238 – 195
2024
Q1 		$238 Hold
10
– – ﹤0.01% 487
2023
Q4 		$161 Hold
10
– – ﹤0.01% 444
2023
Q3 		$219 Hold
10
– – ﹤0.01% 483
2023
Q2 		$192 Hold
10
– – ﹤0.01% 483
2023
Q1 		$195 Hold
10
– – ﹤0.01% 481
2022
Q4 		$161 Hold
10
– – ﹤0.01% 444
2022
Q3 		$157 Hold
10
– – ﹤0.01% 456
2022
Q2 		$209 Buy
+10
New +$206 ﹤0.01% 470

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Financial Synergies Wealth Advisors's EXEL Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Exelixis (EXEL) in Q2 2024, closing a stake of 10 shares — an estimated $238 sold.

Financial Synergies Wealth Advisors first reported a position in EXEL in Q2 2022 and held it in 8 quarters. The position peaked at $238 in Q1 2024. 413 funds tracked by Wall St. Rank hold EXEL as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Exelixis position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 10 Exelixis shares in Q2 2024, an estimated $238.
  • Financial Synergies Wealth Advisors first reported a position in Exelixis in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Exelixis position peaked at $238 in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Exelixis as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.