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Mark Sheptoff Financial Planning’s Exelixis EXEL Stock Holding History

Mark Sheptoff Financial Planning’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
Q3 		– Sell
-550
Closed -$24.2K – 508
2025
Q2 		$24.2K Buy
550
+250
+83% +$9.99K 0.01% 252
2025
Q1 		$11.1K Buy
+300
New +$10.7K 0.01% 311
2021
Q3 		– Sell
-1,100
Closed -$20K – 399
2021
Q2 		$20K Hold
1,100
– – 0.01% 269
2021
Q1 		$25K Hold
1,100
– – 0.01% 213
2020
Q4 		$22K Hold
1,100
– – 0.01% 209
2020
Q3 		$27K Hold
1,100
– – 0.02% 176
2020
Q2 		$26K Buy
1,100
+300
+38% +$6.95K 0.02% 181
2020
Q1 		$14K Hold
800
– – 0.01% 204
2019
Q4 		$14K Buy
800
+200
+33% +$3.39K 0.01% 253
2019
Q3 		$11K Sell
600
-300
-33% -$6.07K 0.01% 263
2019
Q2 		$19K Hold
900
– – 0.01% 215
2019
Q1 		$21K Buy
+900
New +$20.5K 0.02% 208
2018
Q4 		– Sell
-1,300
Closed -$23K – 339
2018
Q3 		$23K Hold
1,300
– – 0.02% 222
2018
Q2 		$28K Hold
1,300
– – 0.02% 198
2018
Q1 		$29K Sell
1,300
-2,550
-66% -$70.5K 0.02% 205
2017
Q4 		$117K Sell
3,850
-1,100
-22% -$29.3K 0.08% 128
2017
Q3 		$120K Buy
+4,950
New +$132K 0.08% 132

Other funds holding EXEL

BlackRock
BlackRock New York $5.7T 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 $15.3B 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return