CWP
EXAS

CFM Wealth Partners’s Exact Sciences EXAS Stock Holding History

CFM Wealth Partners’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
-4,049
Closed -$280K – 150
2024
Q1 		$280K Sell
4,049
-7,218
-64% -$457K 0.06% 133
2023
Q4 		$834K Sell
11,267
-176
-2% -$11.5K 0.19% 84
2023
Q3 		$781K Hold
11,443
– – 0.2% 80
2023
Q2 		$1.07M Hold
11,443
– – 0.26% 78
2023
Q1 		$776K Hold
11,443
– – 0.21% 82
2022
Q4 		$567K Hold
11,443
– – 0.17% 103
2022
Q3 		$372K Buy
11,443
+393
+4% +$16.2K 0.12% 120
2022
Q2 		$435K Hold
11,050
– – 0.13% 116
2022
Q1 		$773K Sell
11,050
-107
-1% -$7.82K 0.19% 91
2021
Q4 		$910K Buy
11,157
+566
+5% +$50K 0.2% 88
2021
Q3 		$1.01M Buy
10,591
+1,125
+12% +$119K 0.25% 78
2021
Q2 		$1.18M Buy
9,466
+144
+2% +$17.2K 0.31% 67
2021
Q1 		$1.23M Hold
9,322
– – 0.37% 62
2020
Q4 		$1.24M Buy
9,322
+808
+9% +$97.7K 0.39% 56
2020
Q3 		$868K Buy
8,514
+1,757
+26% +$152K 0.32% 67
2020
Q2 		$587K Buy
6,757
+468
+7% +$37.4K 0.22% 77
2020
Q1 		$365K Buy
6,289
+4,949
+369% +$402K 0.17% 91
2019
Q4 		$120K Buy
+1,340
New +$118K 0.04% 188

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

CFM Wealth Partners's EXAS Position: Q2 2024 in Review

CFM Wealth Partners sold out of Exact Sciences (EXAS) in Q2 2024, closing a stake of 4,049 shares — an estimated $280K sold.

CFM Wealth Partners first reported a position in EXAS in Q4 2019 and held it in 18 quarters. The position peaked at $1.24M in Q4 2020. 542 funds tracked by Wall St. Rank hold EXAS as of Q2 2024.

  • CFM Wealth Partners reported no remaining Exact Sciences position as of Q2 2024 after selling out during the quarter.
  • CFM Wealth Partners sold 4,049 Exact Sciences shares in Q2 2024, an estimated $280K.
  • CFM Wealth Partners first reported a position in Exact Sciences in Q4 2019 and held it in 18 quarters.
  • CFM Wealth Partners's Exact Sciences position peaked at $1.24M in Q4 2020.
  • 542 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2024.

Based on CFM Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.