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Exelixis shares owned by Accretive Wealth Partners

Quarter-by-quarter ownership of Exelixis (EXEL) shares owned by Accretive Wealth Partners from 13F filings

Historical chart of Accretive Wealth Partners investment in Exelixis

Tip: Access up to 7 years of quarterly data

All positions including Exelixis held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Exelixis by Accretive Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $254k 12k 21.90

More positions owned by Accretive Wealth Partners

Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Sp Smcp600vl Etf (IJS)
Ishares Gold Tr Ishares New (IAU)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr S&P SML 600 GWT (IJT)
Amazon (AMZN)
Marathon Petroleum Corp (MPC)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Accretive Wealth Partners

Top funds holding Exelixis

BlackRock
Vanguard Group
Farallon Capital Management
Jpmorgan Chase & Co
Geode Capital Management
Dimensional Fund Advisors
Morgan Stanley
Nuveen Asset Management
Stephens Investment Management Group
Charles Schwab Investment Management
T. Rowe Price Associates
First Trust Advisors
AQR Capital Management
Bank of New York Mellon
LSV Asset Management

View all funds holding Exelixis