GWMIA
EXAS

Global Wealth Management Investment Advisory’s Exact Sciences EXAS Stock Holding History

Global Wealth Management Investment Advisory’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
-10
Closed -$740 – 239
2023
Q4 		$740 Hold
10
– – ﹤0.01% 436
2023
Q3 		$682 Buy
+10
New +$848 ﹤0.01% 433

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

Global Wealth Management Investment Advisory's EXAS Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Exact Sciences (EXAS) in Q1 2024, closing a stake of 10 shares — an estimated $740 sold.

Global Wealth Management Investment Advisory first reported a position in EXAS in Q3 2023 and held it in 2 quarters. The position peaked at $740 in Q4 2023. 627 funds tracked by Wall St. Rank hold EXAS as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Exact Sciences position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 10 Exact Sciences shares in Q1 2024, an estimated $740.
  • Global Wealth Management Investment Advisory first reported a position in Exact Sciences in Q3 2023 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Exact Sciences position peaked at $740 in Q4 2023.
  • 627 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.