AWM
EXAS

Accurate Wealth Management’s Exact Sciences EXAS Stock Holding History

Accurate Wealth Management’s Portfolio EXAS Stock Details EXAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-298
Closed -$17.9K – 634
2022
Q4 		$17.9K Buy
+298
New +$12.2K 0.01% 715

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Accurate Wealth Management's EXAS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Exact Sciences (EXAS) in Q1 2023, closing a stake of 298 shares — an estimated $17.9K sold.

Accurate Wealth Management first reported a position in EXAS in Q4 2022 and held it in 1 quarter. The position peaked at $17.9K in Q4 2022. 583 funds tracked by Wall St. Rank hold EXAS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Exact Sciences position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 298 Exact Sciences shares in Q1 2023, an estimated $17.9K.
  • Accurate Wealth Management first reported a position in Exact Sciences in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Exact Sciences position peaked at $17.9K in Q4 2022.
  • 583 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.