JWS
EXEL icon

Juncture Wealth Strategies’s Exelixis EXEL Stock Holding History

Juncture Wealth Strategies’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 		– Sell
-21,490
Closed -$337K – 111
2022
Q3 		$337K Buy
+21,490
New +$415K 0.17% 88

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

Juncture Wealth Strategies's EXEL Position: Q4 2022 in Review

Juncture Wealth Strategies sold out of Exelixis (EXEL) in Q4 2022, closing a stake of 21,490 shares — an estimated $337K sold.

Juncture Wealth Strategies first reported a position in EXEL in Q3 2022 and held it in 1 quarter. The position peaked at $337K in Q3 2022. 386 funds tracked by Wall St. Rank hold EXEL as of Q4 2022.

  • Juncture Wealth Strategies reported no remaining Exelixis position as of Q4 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 21,490 Exelixis shares in Q4 2022, an estimated $337K.
  • Juncture Wealth Strategies first reported a position in Exelixis in Q3 2022 and held it in 1 quarter.
  • Juncture Wealth Strategies's Exelixis position peaked at $337K in Q3 2022.
  • 386 funds tracked by Wall St. Rank held Exelixis as of Q4 2022.

Based on Juncture Wealth Strategies's 13F filing for Q4 2022, filed 18 Jan 2023.