WR Wealth Planners’s Exelixis EXEL Stock Holding History

WR Wealth Planners’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	Closed	-$656	–	405
2023 Q3	$656	Hold	30	–	–	﹤0.01%	848
2023 Q2	$573	Hold	30	–	–	﹤0.01%	843
2023 Q1	$582	Hold	30	–	–	﹤0.01%	855
2022 Q4	$481	Hold	30	–	–	﹤0.01%	450
2022 Q3	$470	Hold	30	–	–	﹤0.01%	443
2022 Q2	$625	Hold	30	–	–	﹤0.01%	470
2022 Q1	$680	Buy	+30	New	+$586	﹤0.01%	470

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

WR Wealth Planners's EXEL Position: Q4 2023 in Review

WR Wealth Planners sold out of Exelixis (EXEL) in Q4 2023, closing a stake of 30 shares — an estimated $656 sold.

WR Wealth Planners first reported a position in EXEL in Q1 2022 and held it in 7 quarters. The position peaked at $680 in Q1 2022. 425 funds tracked by Wall St. Rank hold EXEL as of Q4 2023.

WR Wealth Planners reported no remaining Exelixis position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 30 Exelixis shares in Q4 2023, an estimated $656.
WR Wealth Planners first reported a position in Exelixis in Q1 2022 and held it in 7 quarters.
WR Wealth Planners's Exelixis position peaked at $680 in Q1 2022.
425 funds tracked by Wall St. Rank held Exelixis as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.