EDRIA
EXAS

Edmonds Duncan Registered Investment Advisors’s Exact Sciences EXAS Stock Holding History

Edmonds Duncan Registered Investment 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
2024
Q1 		– Sell
-3,415
Closed -$253K – 141
2023
Q4 		$253K Buy
3,415
+121
+4% +$7.93K 0.07% 114
2023
Q3 		$225K Sell
3,294
-168
-5% -$14.3K 0.06% 122
2023
Q2 		$325K Buy
3,462
+110
+3% +$8.58K 0.1% 92
2023
Q1 		$227K Buy
+3,352
New +$215K 0.07% 119

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's EXAS Position: Q1 2024 in Review

Edmonds Duncan Registered Investment Advisors sold out of Exact Sciences (EXAS) in Q1 2024, closing a stake of 3,415 shares — an estimated $253K sold.

Edmonds Duncan Registered Investment Advisors first reported a position in EXAS in Q1 2023 and held it in 4 quarters. The position peaked at $325K in Q2 2023. 627 funds tracked by Wall St. Rank hold EXAS as of Q1 2024.

  • Edmonds Duncan Registered Investment Advisors reported no remaining Exact Sciences position as of Q1 2024 after selling out during the quarter.
  • Edmonds Duncan Registered Investment Advisors sold 3,415 Exact Sciences shares in Q1 2024, an estimated $253K.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Exact Sciences in Q1 2023 and held it in 4 quarters.
  • Edmonds Duncan Registered Investment Advisors's Exact Sciences position peaked at $325K in Q2 2023.
  • 627 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.