CM Wealth Advisors’s Exact Sciences EXAS Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-5,424	Closed	-$340K	–	253
2023 Q1	$340K	Buy	+5,424	New	+$349K	0.07%	302

Other funds holding EXAS

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

AIM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

CM Wealth Advisors's EXAS Position: Q2 2023 in Review

CM Wealth Advisors sold out of Exact Sciences (EXAS) in Q2 2023, closing a stake of 5,424 shares — an estimated $340K sold.

CM Wealth Advisors first reported a position in EXAS in Q1 2023 and held it in 1 quarter. The position peaked at $340K in Q1 2023. 652 funds tracked by Wall St. Rank hold EXAS as of Q2 2023.

CM Wealth Advisors reported no remaining Exact Sciences position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 5,424 Exact Sciences shares in Q2 2023, an estimated $340K.
CM Wealth Advisors first reported a position in Exact Sciences in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Exact Sciences position peaked at $340K in Q1 2023.
652 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.