Janiczek Wealth Management’s Exelixis EXEL Stock Holding History

Janiczek Wealth Management’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	$148K	Buy	6,589 +908	+16%	+$20.1K	0.03%	228
2024 Q1	$135K	Buy	5,681 +4,327	+320%	+$96.2K	0.03%	240
2023 Q4	$32.5K	Buy	1,354 +138	+11%	+$3K	0.01%	469
2023 Q3	$26.6K	Buy	1,216 +124	+11%	+$2.59K	0.01%	479
2023 Q2	$20.9K	Buy	1,092 +204	+23%	+$3.93K	0.01%	453
2023 Q1	$17.3K	Buy	+888	New	+$15.5K	﹤0.01%	474
2022 Q3	–	Sell	-404	Closed	-$8K	–	958
2022 Q2	$8K	Buy	404 +23	+6%	+$474	﹤0.01%	602
2022 Q1	$9K	Buy	+381	New	+$7.44K	﹤0.01%	586
2021 Q4	–	Sell	-123	Closed	-$3K	–	1038
2021 Q3	$3K	Buy	+123	New	+$2.28K	﹤0.01%	759

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

Janiczek Wealth Management's EXEL Position: Q2 2024 in Review

Janiczek Wealth Management increased its Exelixis (EXEL) stake by 16% in Q2 2024, buying an estimated $20.1K and bringing the position to 6,589 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #228.

Janiczek Wealth Management first reported a position in EXEL in Q3 2021 and has held it in 9 quarters since. 413 funds tracked by Wall St. Rank hold EXEL as of Q2 2024.

Janiczek Wealth Management held 6,589 shares of Exelixis worth $148K as of Q2 2024.
Janiczek Wealth Management bought 908 Exelixis shares in Q2 2024, an estimated $20.1K.
Exelixis made up 0.03% of Janiczek Wealth Management's portfolio in Q2 2024, its #228 holding.
Janiczek Wealth Management first reported a position in Exelixis in Q3 2021 and has held it in 9 quarters since.
413 funds tracked by Wall St. Rank held Exelixis as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.