AWS
EXAS

Atria Wealth Solutions’s Exact Sciences EXAS Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-5,621
Closed -$316K – 1926
2024
Q4 		$316K Buy
+5,621
New +$350K ﹤0.01% 1517
2023
Q2 		– Sell
-4,369
Closed -$296K – 1906
2023
Q1 		$296K Sell
4,369
-36
-0.8% -$2.31K ﹤0.01% 1429
2022
Q4 		$218K Buy
+4,405
New +$180K ﹤0.01% 1558
2022
Q2 		– Sell
-7,733
Closed -$541K – 1710
2022
Q1 		$541K Buy
+7,733
New +$565K 0.01% 1024

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $580B AUM 38.23% 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 $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atria Wealth Solutions's EXAS Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Exact Sciences (EXAS) in Q1 2025, closing a stake of 5,621 shares — an estimated $316K sold.

Atria Wealth Solutions first reported a position in EXAS in Q1 2022 and held it in 4 quarters. The position peaked at $541K in Q1 2022. 558 funds tracked by Wall St. Rank hold EXAS as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Exact Sciences position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 5,621 Exact Sciences shares in Q1 2025, an estimated $316K.
  • Atria Wealth Solutions first reported a position in Exact Sciences in Q1 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's Exact Sciences position peaked at $541K in Q1 2022.
  • 558 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.