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TFO Wealth Partners’s Exelixis EXEL Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-1
Closed -$24 – 280
2024
Q1 		$24 Sell
1
-18
-95% -$400 ﹤0.01% 761
2023
Q4 		$456 Hold
19
– – ﹤0.01% 354
2023
Q3 		$363 Buy
19
+18
+1,800% +$377 ﹤0.01% 569
2023
Q2 		$19 Hold
1
– – ﹤0.01% 815
2023
Q1 		$19 Sell
1
-2
-67% -$35 ﹤0.01% 796
2022
Q4 		$119 Buy
+3
New +$49 ﹤0.01% 740

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

TFO Wealth Partners's EXEL Position: Q2 2024 in Review

TFO Wealth Partners sold out of Exelixis (EXEL) in Q2 2024, closing a stake of 1 share — an estimated $24 sold.

TFO Wealth Partners first reported a position in EXEL in Q4 2022 and held it in 6 quarters. The position peaked at $456 in Q4 2023. 413 funds tracked by Wall St. Rank hold EXEL as of Q2 2024.

  • TFO Wealth Partners reported no remaining Exelixis position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Exelixis share in Q2 2024, an estimated $24.
  • TFO Wealth Partners first reported a position in Exelixis in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Exelixis position peaked at $456 in Q4 2023.
  • 413 funds tracked by Wall St. Rank held Exelixis as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.