JFS Wealth Advisors’s Exelixis EXEL Stock Holding History

JFS 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
2026 Q2	$15.9K	Buy	293 +13	+5%	+$633	﹤0.01%	832
2026 Q1	$12K	Buy	280 +6	+2%	+$258	﹤0.01%	881
2025 Q4	$12K	Buy	274 +61	+29%	+$2.52K	﹤0.01%	919
2025 Q3	$8.8K	Sell	213 -2	-0.9%	-$80	﹤0.01%	937
2025 Q2	$9.48K	Buy	215 +17	+9%	+$679	﹤0.01%	882
2025 Q1	$7.31K	Buy	198 +8	+4%	+$285	﹤0.01%	985
2024 Q4	$6.33K	Hold	190	–	–	﹤0.01%	1028
2024 Q3	$4.93K	Buy	190 +6	+3%	+$149	﹤0.01%	1126
2024 Q2	$4.13K	Hold	184	–	–	﹤0.01%	1140
2024 Q1	$4.37K	Hold	184	–	–	﹤0.01%	1150
2023 Q4	$4.42K	Hold	184	–	–	﹤0.01%	1113
2023 Q3	$4.02K	Hold	184	–	–	﹤0.01%	1087
2023 Q2	$3.52K	Buy	184 +14	+8%	+$270	﹤0.01%	1169
2023 Q1	$3.3K	Buy	170 +49	+40%	+$854	﹤0.01%	1160
2022 Q4	$1.94K	Buy	121 +45	+59%	+$734	﹤0.01%	1385
2022 Q3	$1K	Sell	76 -71	-48%	-$1.37K	﹤0.01%	1543
2022 Q2	$3K	Sell	147 -3	-2%	-$62	﹤0.01%	1173
2022 Q1	$3K	Buy	150 +94	+168%	+$1.84K	﹤0.01%	1234
2021 Q4	$1K	Buy	+56	New	+$1.07K	﹤0.01%	1341

Other funds holding EXEL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return