Avior Wealth Management’s Exact Sciences EXAS Stock Holding History

Avior Wealth Management’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	-37	Closed	-$2.08K	–	1253
2024 Q4	$2.08K	Sell	37 -11	-23%	-$685	﹤0.01%	2109
2024 Q3	$3.27K	Buy	+48	New	+$2.71K	﹤0.01%	1892
2024 Q2	–	Sell	-46	Closed	-$3.18K	–	2738
2024 Q1	$3.18K	Buy	46 +39	+557%	+$2.47K	﹤0.01%	2192
2023 Q4	$517	Hold	7	–	–	﹤0.01%	1422
2023 Q3	$477	Hold	7	–	–	﹤0.01%	1494
2023 Q2	$657	Buy	+7	New	+$546	﹤0.01%	1440
2022 Q3	–	Sell	-1,126	Closed	-$44K	–	1194
2022 Q2	$44K	Hold	1,126	–	–	﹤0.01%	591
2022 Q1	$78K	Hold	1,126	–	–	0.01%	537
2021 Q4	$87K	Buy	+1,126	New	+$99.4K	0.01%	520
2019 Q3	–	Sell	-2,810	Closed	-$320K	–	803
2019 Q2	$332K	Buy	+2,810	New	+$283K	0.06%	273

Other funds holding EXAS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's EXAS Position: Q1 2025 in Review

Avior Wealth Management sold out of Exact Sciences (EXAS) in Q1 2025, closing a stake of 37 shares — an estimated $2.08K sold.

Avior Wealth Management first reported a position in EXAS in Q2 2019 and held it in 10 quarters. The position peaked at $332K in Q2 2019. 558 funds tracked by Wall St. Rank hold EXAS as of Q1 2025.

Avior Wealth Management reported no remaining Exact Sciences position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 37 Exact Sciences shares in Q1 2025, an estimated $2.08K.
Avior Wealth Management first reported a position in Exact Sciences in Q2 2019 and held it in 10 quarters.
Avior Wealth Management's Exact Sciences position peaked at $332K in Q2 2019.
558 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.