BWM
EXAS

BKM Wealth Management’s Exact Sciences EXAS Stock Holding History

BKM 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
2024
Q2 		– Sell
-1,005
Closed -$69.4K – 159
2024
Q1 		$69.4K Hold
1,005
– – 0.03% 187
2023
Q4 		$74.3K Buy
+1,005
New +$65.9K 0.03% 225

Other funds holding EXAS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BKM Wealth Management's EXAS Position: Q2 2024 in Review

BKM Wealth Management sold out of Exact Sciences (EXAS) in Q2 2024, closing a stake of 1,005 shares — an estimated $69.4K sold.

BKM Wealth Management first reported a position in EXAS in Q4 2023 and held it in 2 quarters. The position peaked at $74.3K in Q4 2023. 543 funds tracked by Wall St. Rank hold EXAS as of Q2 2024.

  • BKM Wealth Management reported no remaining Exact Sciences position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,005 Exact Sciences shares in Q2 2024, an estimated $69.4K.
  • BKM Wealth Management first reported a position in Exact Sciences in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's Exact Sciences position peaked at $74.3K in Q4 2023.
  • 543 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.