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Sutton Wealth Advisors’s Exelixis EXEL Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-15
Closed -$241 – 1049
2022
Q4 		$241 Sell
15
-50
-77% -$815 ﹤0.01% 1579
2022
Q3 		$1.02K Buy
65
+1
+2% +$19 ﹤0.01% 1288
2022
Q2 		$1.33K Buy
64
+20
+45% +$412 ﹤0.01% 1230
2022
Q1 		$997 Buy
44
+11
+33% +$215 ﹤0.01% 1343
2021
Q4 		$603 Buy
+33
New +$631 ﹤0.01% 1469
2018
Q1 		– Sell
-440
Closed -$13.4K – 1131
2017
Q4 		$13.4K Buy
+440
New +$11.7K 0.01% 698

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sutton Wealth Advisors's EXEL Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Exelixis (EXEL) in Q1 2023, closing a stake of 15 shares — an estimated $241 sold.

Sutton Wealth Advisors first reported a position in EXEL in Q4 2017 and held it in 6 quarters. The position peaked at $13.4K in Q4 2017. 363 funds tracked by Wall St. Rank hold EXEL as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Exelixis position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 15 Exelixis shares in Q1 2023, an estimated $241.
  • Sutton Wealth Advisors first reported a position in Exelixis in Q4 2017 and held it in 6 quarters.
  • Sutton Wealth Advisors's Exelixis position peaked at $13.4K in Q4 2017.
  • 363 funds tracked by Wall St. Rank held Exelixis as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.