Baldwin Wealth Partners’s Exact Sciences EXAS Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-470	Closed	-$32K	–	498
2024 Q3	$32K	Hold	470	–	–	﹤0.01%	621
2024 Q2	$19.9K	Hold	470	–	–	﹤0.01%	463
2024 Q1	$32.5K	Hold	470	–	–	﹤0.01%	426
2023 Q4	$34.8K	Sell	470 -220	-32%	-$14.4K	﹤0.01%	425
2023 Q3	$47.1K	Hold	690	–	–	﹤0.01%	403
2023 Q2	$64.8K	Sell	690 -210	-23%	-$16.4K	0.01%	380
2023 Q1	$61K	Sell	900 -50	-5%	-$3.21K	0.01%	398
2022 Q4	$47K	Buy	+950	New	+$38.8K	﹤0.01%	421
2021 Q4	–	Sell	-1,000	Closed	-$95K	–	635
2021 Q3	$95K	Hold	1,000	–	–	0.01%	267
2021 Q2	$124K	Buy	1,000 +350	+54%	+$41.8K	0.01%	246
2021 Q1	$86K	Buy	650 +300	+86%	+$41.1K	0.01%	277
2020 Q4	$46K	Buy	+350	New	+$42.3K	0.01%	334

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baldwin Wealth Partners's EXAS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Exact Sciences (EXAS) in Q4 2024, closing a stake of 470 shares — an estimated $32K sold.

Baldwin Wealth Partners first reported a position in EXAS in Q4 2020 and held it in 12 quarters. The position peaked at $124K in Q2 2021. 593 funds tracked by Wall St. Rank hold EXAS as of Q4 2024.

Baldwin Wealth Partners reported no remaining Exact Sciences position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 470 Exact Sciences shares in Q4 2024, an estimated $32K.
Baldwin Wealth Partners first reported a position in Exact Sciences in Q4 2020 and held it in 12 quarters.
Baldwin Wealth Partners's Exact Sciences position peaked at $124K in Q2 2021.
593 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.