BPA
EXAS

Beacon Pointe Advisors’s Exact Sciences EXAS Stock Holding History

Beacon Pointe 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
Q4 		– Sell
-6,493
Closed -$442K – 1231
2024
Q3 		$442K Sell
6,493
-556
-8% -$31.4K 0.01% 894
2024
Q2 		$298K Sell
7,049
-1,437
-17% -$79.1K ﹤0.01% 1056
2024
Q1 		$586K Sell
8,486
-337
-4% -$21.3K 0.01% 856
2023
Q4 		$653K Sell
8,823
-1,171
-12% -$76.8K 0.01% 801
2023
Q3 		$682K Buy
9,994
+1,270
+15% +$108K 0.01% 752
2023
Q2 		$819K Buy
8,724
+72
+0.8% +$5.62K 0.01% 574
2023
Q1 		$587K Buy
8,652
+3,695
+75% +$238K 0.01% 710
2022
Q4 		$245K Buy
+4,957
New +$203K ﹤0.01% 937
2022
Q3 		– Sell
-5,865
Closed -$229K – 1022
2022
Q2 		$229K Sell
5,865
-1,146
-16% -$61.3K ﹤0.01% 928
2022
Q1 		$490K Buy
+7,011
New +$512K 0.01% 811

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Pointe Advisors's EXAS Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of Exact Sciences (EXAS) in Q4 2024, closing a stake of 6,493 shares — an estimated $442K sold.

Beacon Pointe Advisors first reported a position in EXAS in Q1 2022 and held it in 10 quarters. The position peaked at $819K in Q2 2023. 592 funds tracked by Wall St. Rank hold EXAS as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining Exact Sciences position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 6,493 Exact Sciences shares in Q4 2024, an estimated $442K.
  • Beacon Pointe Advisors first reported a position in Exact Sciences in Q1 2022 and held it in 10 quarters.
  • Beacon Pointe Advisors's Exact Sciences position peaked at $819K in Q2 2023.
  • 592 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.