PL
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Plancorp LLC’s Exelixis EXEL Stock Holding History

Plancorp LLC’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
2026
Q2 		$452K Buy
8,068
+8
+0.1% +$390 0.01% 270
2026
Q1 		$357K Sell
8,060
-11
-0.1% -$473 0.01% 267
2025
Q4 		$354K Sell
8,071
-9
-0.1% -$372 0.01% 258
2025
Q3 		$334K Sell
8,080
-6
-0.1% -$241 0.01% 276
2025
Q2 		$356K Buy
8,086
+36
+0.4% +$1.44K 0.01% 271
2025
Q1 		$297K Buy
8,050
+100
+1% +$3.56K 0.01% 281
2024
Q4 		$265K Buy
7,950
+9
+0.1% +$292 0.01% 267
2024
Q3 		$206K Buy
+7,941
New +$197K 0.01% 299
2020
Q3 		– Sell
-9,251
Closed -$220K – 192
2020
Q2 		$220K Buy
+9,251
New +$214K 0.07% 161
2019
Q4 		– Sell
-12,646
Closed -$224K – 192
2019
Q3 		$224K Buy
12,646
+100
+0.8% +$2.02K 0.09% 162
2019
Q2 		$268K Sell
12,546
-1,000
-7% -$21K 0.11% 142
2019
Q1 		$322K Buy
13,546
+1,675
+14% +$38.2K 0.12% 128
2018
Q4 		$234K Hold
11,871
– – 0.11% 140
2018
Q3 		$210K Hold
11,871
– – 0.08% 165
2018
Q2 		$255K Hold
11,871
– – 0.1% 144
2018
Q1 		$263K Hold
11,871
– – 0.08% 140
2017
Q4 		$361K Hold
11,871
– – 0.12% 115
2017
Q3 		$288K Hold
11,871
– – 0.09% 129
2017
Q2 		$292K Sell
11,871
-9
-0.1% -$190 0.09% 126
2017
Q1 		$257K Hold
11,880
– – 0.08% 141
2016
Q4 		$177K Buy
+11,880
New +$171K 0.05% 156

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TE
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CI
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Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $145M AUM 25.19% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return