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Heritage Wealth Management (Arizona)’s Exelixis EXEL Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$1.67K Buy
104
+52
+100% +$848 ﹤0.01% 993
2022
Q3 		$1K Buy
+52
New +$1K ﹤0.01% 936

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EXEL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Exelixis (EXEL) stake by 100% in Q4 2022, buying an estimated $848 and bringing the position to 104 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Heritage Wealth Management (Arizona) first reported a position in EXEL in Q3 2022 and has held it in 2 quarters since. 386 funds tracked by Wall St. Rank hold EXEL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 104 shares of Exelixis worth $1.67K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 52 Exelixis shares in Q4 2022, an estimated $848.
  • Exelixis made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #993 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Exelixis in Q3 2022 and has held it in 2 quarters since.
  • 386 funds tracked by Wall St. Rank held Exelixis as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.