LFA
EXEL icon

LGT Financial Advisors’s Exelixis EXEL Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-784
Closed -$26.1K – 446
2024
Q4 		$26.1K Hold
784
– – 0.06% 253
2024
Q3 		$20.3K Hold
784
– – 0.05% 273
2024
Q2 		$17.6K Hold
784
– – 0.04% 333
2024
Q1 		$18.6K Hold
784
– – 0.02% 372
2023
Q4 		$18.8K Hold
784
– – 0.02% 362
2023
Q3 		$17.1K Buy
+784
New +$16.4K 0.02% 377

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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LGT Financial Advisors's EXEL Position: Q1 2025 in Review

LGT Financial Advisors sold out of Exelixis (EXEL) in Q1 2025, closing a stake of 784 shares — an estimated $26.1K sold.

LGT Financial Advisors first reported a position in EXEL in Q3 2023 and held it in 6 quarters. The position peaked at $26.1K in Q4 2024. 557 funds tracked by Wall St. Rank hold EXEL as of Q1 2025.

  • LGT Financial Advisors reported no remaining Exelixis position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 784 Exelixis shares in Q1 2025, an estimated $26.1K.
  • LGT Financial Advisors first reported a position in Exelixis in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Exelixis position peaked at $26.1K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Exelixis as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.