EFP
EXAS

EnRich Financial Partners’s Exact Sciences EXAS Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-328
Closed -$18.5K – 109
2024
Q4 		$18.5K Hold
328
– – 0.01% 143
2024
Q3 		$22.4K Hold
328
– – 0.01% 130
2024
Q2 		$13.9K Sell
328
-580
-64% -$31.9K 0.01% 162
2024
Q1 		$62.7K Buy
+908
New +$57.4K 0.02% 87

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EnRich Financial Partners's EXAS Position: Q1 2025 in Review

EnRich Financial Partners sold out of Exact Sciences (EXAS) in Q1 2025, closing a stake of 328 shares — an estimated $18.5K sold.

EnRich Financial Partners first reported a position in EXAS in Q1 2024 and held it in 4 quarters. The position peaked at $62.7K in Q1 2024. 558 funds tracked by Wall St. Rank hold EXAS as of Q1 2025.

  • EnRich Financial Partners reported no remaining Exact Sciences position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 328 Exact Sciences shares in Q1 2025, an estimated $18.5K.
  • EnRich Financial Partners first reported a position in Exact Sciences in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Exact Sciences position peaked at $62.7K in Q1 2024.
  • 558 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.