IAA
EXAS

Independent Advisor Alliance’s Exact Sciences EXAS Stock Holding History

Independent Advisor Alliance’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
2019
Q2 		– Sell
-4,879
Closed -$423K – 436
2019
Q1 		$423K Buy
+4,879
New +$415K 0.06% 252
2018
Q4 		– Sell
-5,195
Closed -$411K – 421
2018
Q3 		$411K Buy
+5,195
New +$339K 0.07% 217

Other funds holding EXAS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Advisor Alliance's EXAS Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Exact Sciences (EXAS) in Q1 2022, closing a stake of 4,451 shares — an estimated $346K sold.

Independent Advisor Alliance first reported a position in EXAS in Q4 2017 and held it in 15 quarters. The position peaked at $577K in Q2 2019. 559 funds tracked by Wall St. Rank hold EXAS as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Exact Sciences position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 4,451 Exact Sciences shares in Q1 2022, an estimated $346K.
  • Independent Advisor Alliance first reported a position in Exact Sciences in Q4 2017 and held it in 15 quarters.
  • Independent Advisor Alliance's Exact Sciences position peaked at $577K in Q2 2019.
  • 559 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.