GI
EXAS

Gradient Investments’s Exact Sciences EXAS Stock Holding History

Gradient Investments’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
Q3 		– Sell
-64
Closed -$2.7K – 626
2024
Q2 		$2.7K Buy
64
+48
+300% +$2.64K ﹤0.01% 941
2024
Q1 		$1.1K Buy
16
+4
+33% +$253 ﹤0.01% 894
2023
Q4 		$888 Hold
12
– – ﹤0.01% 1459
2023
Q3 		$819 Sell
12
-100
-89% -$8.48K ﹤0.01% 1431
2023
Q2 		$10.5K Buy
112
+12
+12% +$936 ﹤0.01% 808
2023
Q1 		$6.78K Buy
+100
New +$6.43K ﹤0.01% 889
2020
Q1 		– Sell
-2
Closed – – 1130
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1133
2019
Q3 		$0 Buy
+2
New +$228 ﹤0.01% 1139

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Gradient Investments's EXAS Position: Q3 2024 in Review

Gradient Investments sold out of Exact Sciences (EXAS) in Q3 2024, closing a stake of 64 shares — an estimated $2.7K sold.

Gradient Investments first reported a position in EXAS in Q3 2019 and held it in 8 quarters. The position peaked at $10.5K in Q2 2023. 598 funds tracked by Wall St. Rank hold EXAS as of Q3 2024.

  • Gradient Investments reported no remaining Exact Sciences position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 64 Exact Sciences shares in Q3 2024, an estimated $2.7K.
  • Gradient Investments first reported a position in Exact Sciences in Q3 2019 and held it in 8 quarters.
  • Gradient Investments's Exact Sciences position peaked at $10.5K in Q2 2023.
  • 598 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.