AWA
EXAS

Amplius Wealth Advisors’s Exact Sciences EXAS Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-626
Closed -$48K – 413
2021
Q4 		$48K Buy
+626
New +$55.2K 0.01% 335

Other funds holding EXAS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amplius Wealth Advisors's EXAS Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Exact Sciences (EXAS) in Q1 2022, closing a stake of 626 shares — an estimated $48K sold.

Amplius Wealth Advisors first reported a position in EXAS in Q4 2021 and held it in 1 quarter. The position peaked at $48K in Q4 2021. 559 funds tracked by Wall St. Rank hold EXAS as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Exact Sciences position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 626 Exact Sciences shares in Q1 2022, an estimated $48K.
  • Amplius Wealth Advisors first reported a position in Exact Sciences in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Exact Sciences position peaked at $48K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.