Lake Point Wealth Management’s Exact Sciences EXAS Stock Holding History

Lake Point 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
2021 Q4	–	Sell	-50	Closed	-$5K	–	452
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	238
2021 Q2	$6K	Buy	+50	New	+$5.97K	﹤0.01%	226
2020 Q1	–	Sell	-150	Closed	-$14K	–	413
2019 Q4	$14K	Buy	+150	New	+$13.2K	﹤0.01%	237
2019 Q2	$18K	Hold	150	–	–	0.01%	252
2019 Q1	$18K	Sell	150 -104	-41%	-$8.85K	0.01%	252
2018 Q4	$16K	Buy	+254	New	+$17.4K	0.01%	380

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 $5.72T AUM 30.48% 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 $97.9B AUM 20.73% 1-Year Est. Return

Lake Point Wealth Management's EXAS Position: Q4 2021 in Review

Lake Point Wealth Management sold out of Exact Sciences (EXAS) in Q4 2021, closing a stake of 50 shares — an estimated $5K sold.

Lake Point Wealth Management first reported a position in EXAS in Q4 2018 and held it in 6 quarters. The position peaked at $18K in Q2 2019. 596 funds tracked by Wall St. Rank hold EXAS as of Q4 2021.

Lake Point Wealth Management reported no remaining Exact Sciences position as of Q4 2021 after selling out during the quarter.
Lake Point Wealth Management sold 50 Exact Sciences shares in Q4 2021, an estimated $5K.
Lake Point Wealth Management first reported a position in Exact Sciences in Q4 2018 and held it in 6 quarters.
Lake Point Wealth Management's Exact Sciences position peaked at $18K in Q2 2019.
596 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2021.

Based on Lake Point Wealth Management's 13F filing for Q4 2021, filed 23 Feb 2022.