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EXAS

Avantax Planning Partners’s Exact Sciences EXAS Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-198
Closed -$16K – 567
2018
Q3 		$16K Buy
+198
New +$12.9K ﹤0.01% 751
2018
Q2 		– Sell
-340
Closed -$14K – 611
2018
Q1 		$14K Buy
+340
New +$16.6K ﹤0.01% 910

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Avantax Planning Partners's EXAS Position: Q4 2018 in Review

Avantax Planning Partners sold out of Exact Sciences (EXAS) in Q4 2018, closing a stake of 198 shares — an estimated $16K sold.

Avantax Planning Partners first reported a position in EXAS in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 370 funds tracked by Wall St. Rank hold EXAS as of Q4 2018.

  • Avantax Planning Partners reported no remaining Exact Sciences position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 198 Exact Sciences shares in Q4 2018, an estimated $16K.
  • Avantax Planning Partners first reported a position in Exact Sciences in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Exact Sciences position peaked at $16K in Q3 2018.
  • 370 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.