BSW
EXAS

Buckingham Strategic Wealth’s Exact Sciences EXAS Stock Holding History

Buckingham Strategic Wealth’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 		$430K Buy
10,168
+5
+0% +$275 ﹤0.01% 501
2024
Q1 		$702K Sell
10,163
-94
-0.9% -$5.95K 0.01% 398
2023
Q4 		$759K Buy
10,257
+125
+1% +$8.19K 0.01% 365
2023
Q3 		$691K Buy
10,132
+2
+0% +$170 0.01% 352
2023
Q2 		$951K Sell
10,130
-400
-4% -$31.2K 0.01% 308
2023
Q1 		$521K Hold
10,530
– – 0.01% 369
2022
Q4 		$521K Buy
+10,530
New +$430K 0.01% 371

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

Buckingham Strategic Wealth's EXAS Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Exact Sciences (EXAS) stake by 0.05% in Q2 2024, buying an estimated $275 and bringing the position to 10,168 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Buckingham Strategic Wealth first reported a position in EXAS in Q4 2022 and has held it in 7 quarters since. The position peaked at $951K in Q2 2023. 542 funds tracked by Wall St. Rank hold EXAS as of Q2 2024.

  • Buckingham Strategic Wealth held 10,168 shares of Exact Sciences worth $430K as of Q2 2024.
  • Buckingham Strategic Wealth bought 5 Exact Sciences shares in Q2 2024, an estimated $275.
  • Exact Sciences made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #501 holding.
  • Buckingham Strategic Wealth first reported a position in Exact Sciences in Q4 2022 and has held it in 7 quarters since.
  • Buckingham Strategic Wealth's Exact Sciences position peaked at $951K in Q2 2023.
  • 542 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.