JP Morgan Private Wealth Advisors’s Exelixis EXEL Stock Holding History

JP Morgan Private 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
2023 Q3	$295K	Sell	13,491 -252	-2%	-$5.27K	﹤0.01%	1484
2023 Q2	$263K	Sell	13,743 -3,059	-18%	-$59K	﹤0.01%	1292
2023 Q1	$326K	Buy	16,802 +1,002	+6%	+$17.5K	﹤0.01%	1649
2022 Q4	$253K	Sell	15,800 -742	-4%	-$12.1K	﹤0.01%	1725
2022 Q3	$259K	Buy	16,542 +398	+2%	+$7.69K	﹤0.01%	1716
2022 Q2	$336K	Sell	16,144 -117	-0.7%	-$2.41K	﹤0.01%	1605
2022 Q1	$369K	Buy	16,261 +222	+1%	+$4.34K	﹤0.01%	1661
2021 Q4	$293K	Buy	16,039 +3,057	+24%	+$58.5K	﹤0.01%	1754
2021 Q3	$274K	Buy	+12,982	New	+$241K	﹤0.01%	1732
2021 Q2	–	Sell	-8,992	Closed	-$203K	–	1908
2021 Q1	$203K	Buy	+8,992	New	+$203K	﹤0.01%	1686
2014 Q4	–	Sell	-20,000	Closed	-$31K	–	1103
2014 Q3	$31K	Hold	20,000	–	–	﹤0.01%	1067
2014 Q2	$68K	Hold	20,000	–	–	﹤0.01%	873
2014 Q1	$71K	Buy	+20,000	New	+$136K	﹤0.01%	857

Other funds holding EXEL

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EXEL Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Exelixis (EXEL) stake by 1.8% in Q3 2023, selling an estimated $5.27K and leaving 13,491 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

JP Morgan Private Wealth Advisors first reported a position in EXEL in Q1 2014 and has held it in 13 quarters since. The position peaked at $369K in Q1 2022. 399 funds tracked by Wall St. Rank hold EXEL as of Q3 2023.

JP Morgan Private Wealth Advisors held 13,491 shares of Exelixis worth $295K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 252 Exelixis shares in Q3 2023, an estimated $5.27K.
Exelixis made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1484 holding.
JP Morgan Private Wealth Advisors first reported a position in Exelixis in Q1 2014 and has held it in 13 quarters since.
JP Morgan Private Wealth Advisors's Exelixis position peaked at $369K in Q1 2022.
399 funds tracked by Wall St. Rank held Exelixis as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.