AI
EXAS

Atria Investments’s Exact Sciences EXAS Stock Holding History

Atria Investments’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
2024
Q4 		– Sell
-3,587
Closed -$244K – 1894
2024
Q3 		$244K Buy
+3,587
New +$202K ﹤0.01% 1725
2024
Q1 		– Sell
-19,068
Closed -$1.41M – 976
2023
Q4 		$1.41M Buy
19,068
+131
+0.7% +$8.59K 0.02% 746
2023
Q3 		$1.29M Buy
18,937
+682
+4% +$57.9K 0.02% 735
2023
Q2 		$1.71M Buy
18,255
+3,369
+23% +$263K 0.03% 609
2023
Q1 		$1.01M Buy
+14,886
New +$957K 0.02% 805
2021
Q4 		– Sell
-11,449
Closed -$1.09M – 857
2021
Q3 		$1.09M Buy
11,449
+2,990
+35% +$316K 0.02% 752
2021
Q2 		$1.05M Buy
8,459
+449
+6% +$53.6K 0.02% 737
2021
Q1 		$1.06M Sell
8,010
-48
-0.6% -$6.57K 0.02% 684
2020
Q4 		$1.07M Buy
+8,058
New +$974K 0.03% 649
2020
Q1 		– Sell
-5,629
Closed -$521K – 735
2019
Q4 		$521K Buy
5,629
+3,113
+124% +$274K 0.01% 775
2019
Q3 		$227K Buy
2,516
+113
+5% +$12.9K 0.01% 805
2019
Q2 		$285K Buy
+2,403
New +$242K 0.01% 761

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Investments's EXAS Position: Q4 2024 in Review

Atria Investments sold out of Exact Sciences (EXAS) in Q4 2024, closing a stake of 3,587 shares — an estimated $244K sold.

Atria Investments first reported a position in EXAS in Q2 2019 and held it in 12 quarters. The position peaked at $1.71M in Q2 2023. 594 funds tracked by Wall St. Rank hold EXAS as of Q4 2024.

  • Atria Investments reported no remaining Exact Sciences position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 3,587 Exact Sciences shares in Q4 2024, an estimated $244K.
  • Atria Investments first reported a position in Exact Sciences in Q2 2019 and held it in 12 quarters.
  • Atria Investments's Exact Sciences position peaked at $1.71M in Q2 2023.
  • 594 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.