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Laurel Wealth Advisors (California)’s Exelixis EXEL Stock Holding History

Laurel Wealth Advisors (California)’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
Q3 		– Sell
-11,236
Closed -$234K – 633
2022
Q2 		$234K Sell
11,236
-4,800
-30% -$98.9K 0.02% 581
2022
Q1 		$364K Hold
16,036
– – 0.03% 524
2021
Q4 		$293K Buy
+16,036
New +$307K 0.02% 632

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCM
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T. Rowe Price Associates
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MG
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Laurel Wealth Advisors (California)'s EXEL Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Exelixis (EXEL) in Q3 2022, closing a stake of 11,236 shares — an estimated $234K sold.

Laurel Wealth Advisors (California) first reported a position in EXEL in Q4 2021 and held it in 3 quarters. The position peaked at $364K in Q1 2022. 400 funds tracked by Wall St. Rank hold EXEL as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining Exelixis position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 11,236 Exelixis shares in Q3 2022, an estimated $234K.
  • Laurel Wealth Advisors (California) first reported a position in Exelixis in Q4 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s Exelixis position peaked at $364K in Q1 2022.
  • 400 funds tracked by Wall St. Rank held Exelixis as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.