KWM
EXAS

Kingsview Wealth Management’s Exact Sciences EXAS Stock Holding History

Kingsview Wealth 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
2024
Q1 		– Sell
-12,491
Closed -$924K – 1024
2023
Q4 		$924K Buy
12,491
+2,420
+24% +$159K 0.03% 487
2023
Q3 		$687K Buy
10,071
+2,580
+34% +$219K 0.02% 538
2023
Q2 		$703K Buy
+7,491
New +$584K 0.03% 501
2023
Q1 		– Sell
-5,154
Closed -$255K – 901
2022
Q4 		$255K Buy
+5,154
New +$211K 0.01% 721
2022
Q1 		– Sell
-2,575
Closed -$200K – 910
2021
Q4 		$200K Sell
2,575
-4,495
-64% -$397K 0.01% 862
2021
Q3 		$675K Buy
7,070
+1,405
+25% +$148K 0.03% 477
2021
Q2 		$703K Buy
5,665
+2,790
+97% +$333K 0.03% 470
2021
Q1 		$381K Hold
2,875
– – 0.02% 582
2020
Q4 		$381K Sell
2,875
-5
-0.2% -$605 0.03% 506
2020
Q3 		$294K Sell
2,880
-200
-6% -$17.3K 0.03% 480
2020
Q2 		$268K Buy
+3,080
New +$246K 0.03% 462

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kingsview Wealth Management's EXAS Position: Q1 2024 in Review

Kingsview Wealth Management sold out of Exact Sciences (EXAS) in Q1 2024, closing a stake of 12,491 shares — an estimated $924K sold.

Kingsview Wealth Management first reported a position in EXAS in Q2 2020 and held it in 11 quarters. The position peaked at $924K in Q4 2023. 626 funds tracked by Wall St. Rank hold EXAS as of Q1 2024.

  • Kingsview Wealth Management reported no remaining Exact Sciences position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 12,491 Exact Sciences shares in Q1 2024, an estimated $924K.
  • Kingsview Wealth Management first reported a position in Exact Sciences in Q2 2020 and held it in 11 quarters.
  • Kingsview Wealth Management's Exact Sciences position peaked at $924K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.