BerganKDV Wealth Management’s Exact Sciences EXAS Stock Holding History

BerganKDV 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
2022 Q4	–	Sell	-15	Closed	–	–	1066
2022 Q3	$0	Hold	15	–	–	﹤0.01%	996
2022 Q2	$1K	Buy	15 +10	+200%	+$535	﹤0.01%	893
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1024
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1074
2021 Q3	$0	Sell	5 -6	-55%	-$633	﹤0.01%	1053
2021 Q2	$1K	Buy	11 +1	+10%	+$119	﹤0.01%	901
2021 Q1	$1K	Buy	10 +5	+100%	+$684	﹤0.01%	845
2020 Q4	$1K	Hold	5	–	–	﹤0.01%	846
2020 Q3	$1K	Hold	5	–	–	﹤0.01%	789
2020 Q2	$0	Sell	5 -8	-62%	-$639	﹤0.01%	994
2020 Q1	$1K	Hold	13	–	–	﹤0.01%	815
2019 Q4	$1K	Buy	+13	New	+$1.14K	﹤0.01%	840

Other funds holding EXAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BerganKDV Wealth Management's EXAS Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Exact Sciences (EXAS) in Q4 2022, closing a stake of 15 shares.

BerganKDV Wealth Management first reported a position in EXAS in Q4 2019 and held it in 12 quarters. The position peaked at $1K in Q2 2022. 551 funds tracked by Wall St. Rank hold EXAS as of Q4 2022.

BerganKDV Wealth Management reported no remaining Exact Sciences position as of Q4 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 15 Exact Sciences shares in Q4 2022.
BerganKDV Wealth Management first reported a position in Exact Sciences in Q4 2019 and held it in 12 quarters.
BerganKDV Wealth Management's Exact Sciences position peaked at $1K in Q2 2022.
551 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.