KWAG
EXAS

Kiely Wealth Advisory Group’s Exact Sciences EXAS Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$576 Hold
11
– – ﹤0.01% 308
2024
Q3 		$556 Hold
11
– – ﹤0.01% 307
2024
Q2 		$628 Hold
11
– – ﹤0.01% 293
2024
Q1 		$653 Hold
11
– – ﹤0.01% 271
2023
Q4 		$720 Buy
+11
New +$721 ﹤0.01% 260

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiely Wealth Advisory Group's EXAS Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Exact Sciences (EXAS) position steady in Q4 2024 at 11 shares worth $576. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Kiely Wealth Advisory Group first reported a position in EXAS in Q4 2023 and has held it in 5 quarters since. The position peaked at $720 in Q4 2023. 592 funds tracked by Wall St. Rank hold EXAS as of Q4 2024.

  • Kiely Wealth Advisory Group held 11 shares of Exact Sciences worth $576 as of Q4 2024.
  • Kiely Wealth Advisory Group left its Exact Sciences share count unchanged in Q4 2024.
  • Exact Sciences made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #308 holding.
  • Kiely Wealth Advisory Group first reported a position in Exact Sciences in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Exact Sciences position peaked at $720 in Q4 2023.
  • 592 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.