Toth Financial Advisory’s Exelixis EXEL Stock Holding History

Toth Financial Advisory’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 Q4	–	Sell	-30,000	Closed	-$656K	–	748
2023 Q3	$656K	Buy	+30,000	New	+$628K	0.1%	133
2019 Q2	–	Sell	-21,325	Closed	-$508K	–	458
2019 Q1	$508K	Buy	+21,325	New	+$486K	0.12%	110

Other funds holding EXEL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Toth Financial Advisory's EXEL Position: Q4 2023 in Review

Toth Financial Advisory sold out of Exelixis (EXEL) in Q4 2023, closing a stake of 30,000 shares — an estimated $656K sold.

Toth Financial Advisory first reported a position in EXEL in Q1 2019 and held it in 2 quarters. The position peaked at $656K in Q3 2023. 425 funds tracked by Wall St. Rank hold EXEL as of Q4 2023.

Toth Financial Advisory reported no remaining Exelixis position as of Q4 2023 after selling out during the quarter.
Toth Financial Advisory sold 30,000 Exelixis shares in Q4 2023, an estimated $656K.
Toth Financial Advisory first reported a position in Exelixis in Q1 2019 and held it in 2 quarters.
Toth Financial Advisory's Exelixis position peaked at $656K in Q3 2023.
425 funds tracked by Wall St. Rank held Exelixis as of Q4 2023.

Based on Toth Financial Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.