IWA
EXAS

Intercontinental Wealth Advisors’s Exact Sciences EXAS Stock Holding History

Intercontinental Wealth Advisors’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
Q4 		– Sell
-160
Closed -$14K – 374
2019
Q3 		$14K Hold
160
– – 0.01% 305
2019
Q2 		$19K Hold
160
– – 0.01% 279
2019
Q1 		$14K Hold
160
– – 0.01% 333
2018
Q4 		$10K Buy
+160
New +$11K 0.01% 359

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $25.6B AUM 33.75% 1-Year Est. Return

Intercontinental Wealth Advisors's EXAS Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Exact Sciences (EXAS) in Q4 2019, closing a stake of 160 shares — an estimated $14K sold.

Intercontinental Wealth Advisors first reported a position in EXAS in Q4 2018 and held it in 4 quarters. The position peaked at $19K in Q2 2019. 526 funds tracked by Wall St. Rank hold EXAS as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Exact Sciences position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 160 Exact Sciences shares in Q4 2019, an estimated $14K.
  • Intercontinental Wealth Advisors first reported a position in Exact Sciences in Q4 2018 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Exact Sciences position peaked at $19K in Q2 2019.
  • 526 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.