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TD Ameritrade Investment Management’s Exelixis EXEL Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-324
Closed -$6K – 155
2023
Q2 		$6K Sell
324
-155
-32% -$2.99K ﹤0.01% 389
2023
Q1 		$9K Sell
479
-13
-3% -$226 ﹤0.01% 384
2022
Q4 		$8K Buy
+492
New +$8.02K ﹤0.01% 404
2022
Q3 		– Sell
-1,450
Closed -$30K – 604
2022
Q2 		$30K Sell
1,450
-825
-36% -$17K ﹤0.01% 341
2022
Q1 		$52K Sell
2,275
-82
-3% -$1.6K ﹤0.01% 343
2021
Q4 		$43K Sell
2,357
-753
-24% -$14.4K ﹤0.01% 363
2021
Q3 		$76K Sell
3,110
-57
-2% -$1.06K ﹤0.01% 284
2021
Q2 		$58K Buy
3,167
+27
+0.9% +$630 ﹤0.01% 327
2021
Q1 		$63K Hold
3,140
– – ﹤0.01% 313
2020
Q4 		$63K Buy
3,140
+30
+1% +$628 ﹤0.01% 313
2020
Q3 		$76K Buy
3,110
+774
+33% +$18.1K ﹤0.01% 284
2020
Q2 		$55K Buy
2,336
+464
+25% +$10.8K ﹤0.01% 296
2020
Q1 		$32K Buy
+1,872
New +$34.2K ﹤0.01% 328
2019
Q2 		– Sell
-1,316
Closed -$31K – 653
2019
Q1 		$31K Buy
+1,316
New +$30K ﹤0.01% 282

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

TD Ameritrade Investment Management's EXEL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Exelixis (EXEL) in Q3 2023, closing a stake of 324 shares — an estimated $6K sold.

TD Ameritrade Investment Management first reported a position in EXEL in Q1 2019 and held it in 14 quarters. The position peaked at $76K in Q3 2021. 398 funds tracked by Wall St. Rank hold EXEL as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Exelixis position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 324 Exelixis shares in Q3 2023, an estimated $6K.
  • TD Ameritrade Investment Management first reported a position in Exelixis in Q1 2019 and held it in 14 quarters.
  • TD Ameritrade Investment Management's Exelixis position peaked at $76K in Q3 2021.
  • 398 funds tracked by Wall St. Rank held Exelixis as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.