BWM
EXAS

Baystate Wealth Management’s Exact Sciences EXAS Stock Holding History

Baystate 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
Closed – – 700
2020
Q3 		$0 Buy
+2
New +$173 ﹤0.01% 664
2019
Q4 		– Sell
-60
Closed -$5K – 635
2019
Q3 		$5K Hold
60
– – ﹤0.01% 415
2019
Q2 		$7K Hold
60
– – ﹤0.01% 391
2019
Q1 		$6K Hold
60
– – ﹤0.01% 425
2018
Q4 		$5K Hold
60
– – ﹤0.01% 438
2018
Q3 		$4K Hold
60
– – ﹤0.01% 451
2018
Q2 		$4K Buy
60
+50
+500% +$2.69K ﹤0.01% 470
2018
Q1 		$1K Buy
+10
New +$488 ﹤0.01% 561

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

Baystate Wealth Management's EXAS Position: Q4 2020 in Review

Baystate Wealth Management sold out of Exact Sciences (EXAS) in Q4 2020, closing a stake of 2 shares.

Baystate Wealth Management first reported a position in EXAS in Q1 2018 and held it in 8 quarters. The position peaked at $7K in Q2 2019. 622 funds tracked by Wall St. Rank hold EXAS as of Q4 2020.

  • Baystate Wealth Management reported no remaining Exact Sciences position as of Q4 2020 after selling out during the quarter.
  • Baystate Wealth Management sold 2 Exact Sciences shares in Q4 2020.
  • Baystate Wealth Management first reported a position in Exact Sciences in Q1 2018 and held it in 8 quarters.
  • Baystate Wealth Management's Exact Sciences position peaked at $7K in Q2 2019.
  • 622 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2020.

Based on Baystate Wealth Management's 13F filing for Q4 2020, filed 15 Jan 2021.