BRWA
EXAS

B. Riley Wealth Advisors’s Exact Sciences EXAS Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-3,829
Closed -$261K – 1456
2024
Q1 		$261K Buy
3,829
+525
+16% +$33.2K 0.01% 1119
2023
Q4 		$244K Sell
3,304
-525
-14% -$34.4K 0.01% 1145
2023
Q3 		$261K Sell
3,829
-555
-13% -$47.1K 0.01% 1119
2023
Q2 		$412K Buy
+4,384
New +$342K 0.01% 957
2022
Q2 		– Sell
-4,494
Closed -$315K – 1281
2022
Q1 		$315K Sell
4,494
-294
-6% -$21.5K 0.01% 985
2021
Q4 		$373K Sell
4,788
-272
-5% -$24K 0.01% 959
2021
Q3 		$504K Sell
5,060
-25
-0.5% -$2.64K 0.02% 776
2021
Q2 		$638K Sell
5,085
-1,230
-19% -$147K 0.02% 667
2021
Q1 		$833K Buy
6,315
+1,809
+40% +$248K 0.03% 533
2020
Q4 		$597K Sell
4,506
-499
-10% -$60.3K 0.03% 476
2020
Q3 		$499K Buy
5,005
+946
+23% +$81.7K 0.03% 531
2020
Q2 		$353K Buy
+4,059
New +$324K 0.02% 575
2019
Q2 		– Sell
-4,288
Closed -$372K – 801
2019
Q1 		$372K Buy
4,288
+343
+9% +$29.2K 0.05% 426
2018
Q4 		$249K Buy
+3,945
New +$271K 0.04% 501
2015
Q1 		– Sell
-404
Closed -$11 – 1021
2014
Q4 		$11 Buy
+404
New +$9.83K ﹤0.01% 2810

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

B. Riley Wealth Advisors's EXAS Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Exact Sciences (EXAS) in Q2 2024, closing a stake of 3,829 shares — an estimated $261K sold.

B. Riley Wealth Advisors first reported a position in EXAS in Q4 2014 and held it in 15 quarters. The position peaked at $833K in Q1 2021. 543 funds tracked by Wall St. Rank hold EXAS as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Exact Sciences position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,829 Exact Sciences shares in Q2 2024, an estimated $261K.
  • B. Riley Wealth Advisors first reported a position in Exact Sciences in Q4 2014 and held it in 15 quarters.
  • B. Riley Wealth Advisors's Exact Sciences position peaked at $833K in Q1 2021.
  • 543 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.