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McGlone Suttner Wealth Management’s Exelixis EXEL Stock Holding History

McGlone Suttner Wealth Management’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
2024
Q1 		– Sell
-635
Closed -$15.2K – 388
2023
Q4 		$15.2K Buy
+635
New +$13.8K ﹤0.01% 477

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

McGlone Suttner Wealth Management's EXEL Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Exelixis (EXEL) in Q1 2024, closing a stake of 635 shares — an estimated $15.2K sold.

McGlone Suttner Wealth Management first reported a position in EXEL in Q4 2023 and held it in 1 quarter. The position peaked at $15.2K in Q4 2023. 422 funds tracked by Wall St. Rank hold EXEL as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Exelixis position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 635 Exelixis shares in Q1 2024, an estimated $15.2K.
  • McGlone Suttner Wealth Management first reported a position in Exelixis in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Exelixis position peaked at $15.2K in Q4 2023.
  • 422 funds tracked by Wall St. Rank held Exelixis as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.