Heritage Wealth Management (Arizona)’s Exact Sciences EXAS Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$12.4K	Buy	250 +125	+100%	+$5.11K	﹤0.01%	743
2022 Q3	$4K	Hold	125	–	–	﹤0.01%	780
2022 Q2	$4.92K	Sell	125 -65	-34%	-$3.48K	﹤0.01%	767
2022 Q1	$13K	Buy	+190	New	+$13.9K	﹤0.01%	672
2021 Q3	$18K	Hold	190	–	–	0.01%	568
2021 Q2	$24K	Hold	190	–	–	0.01%	531
2021 Q1	$25K	Buy	+190	New	+$26K	0.01%	461

Other funds holding EXAS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EXAS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Exact Sciences (EXAS) stake by 100% in Q4 2022, buying an estimated $5.11K and bringing the position to 250 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Heritage Wealth Management (Arizona) first reported a position in EXAS in Q1 2021 and has held it in 7 quarters since. The position peaked at $25K in Q1 2021. 552 funds tracked by Wall St. Rank hold EXAS as of Q4 2022.

Heritage Wealth Management (Arizona) held 250 shares of Exact Sciences worth $12.4K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 125 Exact Sciences shares in Q4 2022, an estimated $5.11K.
Exact Sciences made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #743 holding.
Heritage Wealth Management (Arizona) first reported a position in Exact Sciences in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Exact Sciences position peaked at $25K in Q1 2021.
552 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.