WealthPLAN Partners’s Exelixis EXEL Stock Holding History

WealthPLAN 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
2023 Q2	–	Sell	-525	Closed	-$10.2K	–	1304
2023 Q1	$10.2K	Buy	+525	New	+$9.15K	﹤0.01%	855

Other funds holding EXEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return

Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

WealthPLAN Partners's EXEL Position: Q2 2023 in Review

WealthPLAN Partners sold out of Exelixis (EXEL) in Q2 2023, closing a stake of 525 shares — an estimated $10.2K sold.

WealthPLAN Partners first reported a position in EXEL in Q1 2023 and held it in 1 quarter. The position peaked at $10.2K in Q1 2023. 379 funds tracked by Wall St. Rank hold EXEL as of Q2 2023.

WealthPLAN Partners reported no remaining Exelixis position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 525 Exelixis shares in Q2 2023, an estimated $10.2K.
WealthPLAN Partners first reported a position in Exelixis in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Exelixis position peaked at $10.2K in Q1 2023.
379 funds tracked by Wall St. Rank held Exelixis as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.