Institutional & Family Asset Management’s Exact Sciences EXAS Stock Holding History

Institutional & Family Asset Management’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
2021 Q4	–	Sell	-500	Closed	-$48K	–	838
2021 Q3	$48K	Buy	+500	New	+$52.8K	0.01%	329
2020 Q2	–	Sell	-15	Closed	-$1K	–	858
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	729
2019 Q4	$1K	Sell	15 -5	-25%	-$440	﹤0.01%	801
2019 Q3	$2K	Hold	20	–	–	﹤0.01%	693
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	708
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	707
2018 Q4	$1K	Hold	20	–	–	﹤0.01%	759
2018 Q3	$2K	Sell	20 -8	-29%	-$522	﹤0.01%	732
2018 Q2	$2K	Sell	28 -27	-49%	-$1.45K	﹤0.01%	716
2018 Q1	$2K	Buy	+55	New	+$2.68K	﹤0.01%	710

Other funds holding EXAS

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

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

AIM

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

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

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

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

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

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

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

Institutional & Family Asset Management's EXAS Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Exact Sciences (EXAS) in Q4 2021, closing a stake of 500 shares — an estimated $48K sold.

Institutional & Family Asset Management first reported a position in EXAS in Q1 2018 and held it in 10 quarters. The position peaked at $48K in Q3 2021. 596 funds tracked by Wall St. Rank hold EXAS as of Q4 2021.

Institutional & Family Asset Management reported no remaining Exact Sciences position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 500 Exact Sciences shares in Q4 2021, an estimated $48K.
Institutional & Family Asset Management first reported a position in Exact Sciences in Q1 2018 and held it in 10 quarters.
Institutional & Family Asset Management's Exact Sciences position peaked at $48K in Q3 2021.
596 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.