KSWA
EXAS

Kathleen S. Wright Associates’s Exact Sciences EXAS Stock Holding History

Kathleen S. Wright Associates’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
2025
Q1 		– Sell
-300
Closed -$16.9K – 255
2024
Q4 		$16.9K Hold
300
– – 0.01% 203
2024
Q3 		$20.4K Hold
300
– – 0.01% 206
2024
Q2 		$12.7K Sell
300
-200
-40% -$11K 0.01% 188
2024
Q1 		$34.5K Hold
500
– – 0.02% 147
2023
Q4 		$37K Hold
500
– – 0.02% 130
2023
Q3 		$34.1K Hold
500
– – 0.02% 128
2023
Q2 		$47K Buy
+500
New +$39K 0.03% 109

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kathleen S. Wright Associates's EXAS Position: Q1 2025 in Review

Kathleen S. Wright Associates sold out of Exact Sciences (EXAS) in Q1 2025, closing a stake of 300 shares — an estimated $16.9K sold.

Kathleen S. Wright Associates first reported a position in EXAS in Q2 2023 and held it in 7 quarters. The position peaked at $47K in Q2 2023. 556 funds tracked by Wall St. Rank hold EXAS as of Q1 2025.

  • Kathleen S. Wright Associates reported no remaining Exact Sciences position as of Q1 2025 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 300 Exact Sciences shares in Q1 2025, an estimated $16.9K.
  • Kathleen S. Wright Associates first reported a position in Exact Sciences in Q2 2023 and held it in 7 quarters.
  • Kathleen S. Wright Associates's Exact Sciences position peaked at $47K in Q2 2023.
  • 556 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2025, filed 6 May 2025.