AWA
EXAS

Arete Wealth Advisors’s Exact Sciences EXAS Stock Holding History

Arete 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
2023
Q4 		– Sell
-3,872
Closed -$264K – 753
2023
Q3 		$264K Buy
+3,872
New +$329K 0.05% 375

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 $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Arete Wealth Advisors's EXAS Position: Q4 2023 in Review

Arete Wealth Advisors sold out of Exact Sciences (EXAS) in Q4 2023, closing a stake of 3,872 shares — an estimated $264K sold.

Arete Wealth Advisors first reported a position in EXAS in Q3 2023 and held it in 1 quarter. The position peaked at $264K in Q3 2023. 647 funds tracked by Wall St. Rank hold EXAS as of Q4 2023.

  • Arete Wealth Advisors reported no remaining Exact Sciences position as of Q4 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,872 Exact Sciences shares in Q4 2023, an estimated $264K.
  • Arete Wealth Advisors first reported a position in Exact Sciences in Q3 2023 and held it in 1 quarter.
  • Arete Wealth Advisors's Exact Sciences position peaked at $264K in Q3 2023.
  • 647 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2023.

Based on Arete Wealth Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.