FSWA
EXAS

Financial Synergies Wealth Advisors’s Exact Sciences EXAS Stock Holding History

Financial Synergies 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
2024
Q2 		– Sell
-16
Closed -$1.1K – 193
2024
Q1 		$1.1K Sell
16
-11
-41% -$696 ﹤0.01% 395
2023
Q4 		$1.34K Buy
27
+11
+69% +$721 ﹤0.01% 296
2023
Q3 		$1.09K Hold
16
– – ﹤0.01% 362
2023
Q2 		$1.5K Hold
16
– – ﹤0.01% 323
2023
Q1 		$1.08K Sell
16
-11
-41% -$707 ﹤0.01% 369
2022
Q4 		$1.34K Buy
+27
New +$1.1K ﹤0.01% 296

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Synergies Wealth Advisors's EXAS Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Exact Sciences (EXAS) in Q2 2024, closing a stake of 16 shares — an estimated $1.1K sold.

Financial Synergies Wealth Advisors first reported a position in EXAS in Q4 2022 and held it in 6 quarters. The position peaked at $1.5K in Q2 2023. 544 funds tracked by Wall St. Rank hold EXAS as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Exact Sciences position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 16 Exact Sciences shares in Q2 2024, an estimated $1.1K.
  • Financial Synergies Wealth Advisors first reported a position in Exact Sciences in Q4 2022 and held it in 6 quarters.
  • Financial Synergies Wealth Advisors's Exact Sciences position peaked at $1.5K in Q2 2023.
  • 544 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.