SIA
EXEL icon

Schechter Investment Advisors’s Exelixis EXEL Stock Holding History

Schechter Investment 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 		$450K Sell
12,186
-1,519
-11% -$54.1K 0.04% 391
2024
Q4 		$456K Buy
13,705
+816
+6% +$26.5K 0.04% 406
2024
Q3 		$334K Buy
12,889
+390
+3% +$9.69K 0.02% 473
2024
Q2 		$281K Buy
12,499
+135
+1% +$3K 0.02% 487
2024
Q1 		$293K Buy
+12,364
New +$275K 0.02% 504

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

Schechter Investment Advisors's EXEL Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Exelixis (EXEL) stake by 11% in Q1 2025, selling an estimated $54.1K and leaving 12,186 shares worth $450K. The position accounts for 0.04% of the portfolio, ranked #391.

Schechter Investment Advisors first reported a position in EXEL in Q1 2024 and has held it in 5 quarters since. The position peaked at $456K in Q4 2024. 557 funds tracked by Wall St. Rank hold EXEL as of Q1 2025.

  • Schechter Investment Advisors held 12,186 shares of Exelixis worth $450K as of Q1 2025.
  • Schechter Investment Advisors sold 1,519 Exelixis shares in Q1 2025, an estimated $54.1K.
  • Exelixis made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #391 holding.
  • Schechter Investment Advisors first reported a position in Exelixis in Q1 2024 and has held it in 5 quarters since.
  • Schechter Investment Advisors's Exelixis position peaked at $456K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held Exelixis as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.