Empirical Wealth Management’s Exact Sciences EXAS Stock Holding History

Empirical 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
2023 Q3	–	Sell	-2,508	Closed	-$236K	–	479
2023 Q2	$236K	Buy	+2,508	New	+$196K	0.01%	413
2021 Q4	–	Sell	-2,500	Closed	-$239K	–	524
2021 Q3	$239K	Buy	+2,500	New	+$264K	0.01%	405
2021 Q2	–	Sell	-1,900	Closed	-$250K	–	448
2021 Q1	$250K	Hold	1,900	–	–	0.02%	345
2020 Q4	$252K	Buy	+1,900	New	+$230K	0.02%	319

Other funds holding EXAS

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AIM

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

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

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

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

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

Empirical Wealth Management's EXAS Position: Q3 2023 in Review

Empirical Wealth Management sold out of Exact Sciences (EXAS) in Q3 2023, closing a stake of 2,508 shares — an estimated $236K sold.

Empirical Wealth Management first reported a position in EXAS in Q4 2020 and held it in 4 quarters. The position peaked at $252K in Q4 2020. 624 funds tracked by Wall St. Rank hold EXAS as of Q3 2023.

Empirical Wealth Management reported no remaining Exact Sciences position as of Q3 2023 after selling out during the quarter.
Empirical Wealth Management sold 2,508 Exact Sciences shares in Q3 2023, an estimated $236K.
Empirical Wealth Management first reported a position in Exact Sciences in Q4 2020 and held it in 4 quarters.
Empirical Wealth Management's Exact Sciences position peaked at $252K in Q4 2020.
624 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2023.

Based on Empirical Wealth Management's 13F filing for Q3 2023, filed 3 Nov 2023.