LFS
EXAS

Legacy Financial Strategies’s Exact Sciences EXAS Stock Holding History

Legacy Financial Strategies’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
Q3 		– Sell
-1,850
Closed -$230K – 63
2021
Q2 		$230K Hold
1,850
– – 0.11% 60
2021
Q1 		$244K Hold
1,850
– – 0.13% 57
2020
Q4 		$245K Buy
+1,850
New +$224K 0.12% 58
2019
Q3 		– Sell
-1,850
Closed -$215K – 63
2019
Q2 		$215K Buy
+1,850
New +$186K 0.2% 53

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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Legacy Financial Strategies's EXAS Position: Q3 2021 in Review

Legacy Financial Strategies sold out of Exact Sciences (EXAS) in Q3 2021, closing a stake of 1,850 shares — an estimated $230K sold.

Legacy Financial Strategies first reported a position in EXAS in Q2 2019 and held it in 4 quarters. The position peaked at $245K in Q4 2020. 602 funds tracked by Wall St. Rank hold EXAS as of Q3 2021.

  • Legacy Financial Strategies reported no remaining Exact Sciences position as of Q3 2021 after selling out during the quarter.
  • Legacy Financial Strategies sold 1,850 Exact Sciences shares in Q3 2021, an estimated $230K.
  • Legacy Financial Strategies first reported a position in Exact Sciences in Q2 2019 and held it in 4 quarters.
  • Legacy Financial Strategies's Exact Sciences position peaked at $245K in Q4 2020.
  • 602 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2021.

Based on Legacy Financial Strategies's 13F filing for Q3 2021, filed 15 Nov 2021.