Gradient Investments’s Exelixis EXEL Stock Holding History

Gradient Investments’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
2022 Q2	–	Sell	-90	Closed	-$2K	–	1258
2022 Q1	$2K	Hold	90	–	–	﹤0.01%	1031
2021 Q4	$2K	Hold	90	–	–	﹤0.01%	1060
2021 Q3	$2K	Hold	90	–	–	﹤0.01%	999
2021 Q2	$2K	Hold	90	–	–	﹤0.01%	991
2021 Q1	$2K	Hold	90	–	–	﹤0.01%	998
2020 Q4	$2K	Hold	90	–	–	﹤0.01%	952
2020 Q3	$2K	Hold	90	–	–	﹤0.01%	957
2020 Q2	$2K	Buy	+90	New	+$2.09K	﹤0.01%	877
2018 Q3	–	Sell	-400	Closed	-$9K	–	996
2018 Q2	$9K	Buy	400 +392	+4,900%	+$8.11K	﹤0.01%	625
2018 Q1	$0	Hold	8	–	–	﹤0.01%	1058
2017 Q4	$0	Buy	+8	New	+$213	﹤0.01%	1032

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gradient Investments's EXEL Position: Q2 2022 in Review

Gradient Investments sold out of Exelixis (EXEL) in Q2 2022, closing a stake of 90 shares — an estimated $2K sold.

Gradient Investments first reported a position in EXEL in Q4 2017 and held it in 11 quarters. The position peaked at $9K in Q2 2018. 373 funds tracked by Wall St. Rank hold EXEL as of Q2 2022.

Gradient Investments reported no remaining Exelixis position as of Q2 2022 after selling out during the quarter.
Gradient Investments sold 90 Exelixis shares in Q2 2022, an estimated $2K.
Gradient Investments first reported a position in Exelixis in Q4 2017 and held it in 11 quarters.
Gradient Investments's Exelixis position peaked at $9K in Q2 2018.
373 funds tracked by Wall St. Rank held Exelixis as of Q2 2022.

Based on Gradient Investments's 13F filing for Q2 2022, filed 11 Jul 2022.