BRWM
EXAS

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

B. Riley 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
2020
Q4 		– Sell
-2,396
Closed -$244K – 416
2020
Q3 		$244K Buy
+2,396
New +$207K 0.03% 329
2015
Q3 		– Sell
-1,000
Closed -$29K – 335
2015
Q2 		$29K Hold
1,000
– – 0.02% 534
2015
Q1 		$22K Sell
1,000
-300
-23% -$7.61K 0.02% 584
2014
Q4 		$35K Hold
1,300
– – 0.03% 458
2014
Q3 		$25K Buy
1,300
+800
+160% +$14.7K 0.02% 556
2014
Q2 		$8K Hold
500
– – 0.01% 872
2014
Q1 		$7K Buy
+500
New +$6.75K 0.01% 831

Other funds holding EXAS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

B. Riley Wealth Management's EXAS Position: Q4 2020 in Review

B. Riley Wealth Management sold out of Exact Sciences (EXAS) in Q4 2020, closing a stake of 2,396 shares — an estimated $244K sold.

B. Riley Wealth Management first reported a position in EXAS in Q1 2014 and held it in 7 quarters. The position peaked at $244K in Q3 2020. 622 funds tracked by Wall St. Rank hold EXAS as of Q4 2020.

  • B. Riley Wealth Management reported no remaining Exact Sciences position as of Q4 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,396 Exact Sciences shares in Q4 2020, an estimated $244K.
  • B. Riley Wealth Management first reported a position in Exact Sciences in Q1 2014 and held it in 7 quarters.
  • B. Riley Wealth Management's Exact Sciences position peaked at $244K in Q3 2020.
  • 622 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2020.

Based on B. Riley Wealth Management's 13F filing for Q4 2020, filed 11 Feb 2021.