LFA
EXAS

Legend Financial Advisors’s Exact Sciences EXAS Stock Holding History

Legend Financial Advisors’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
2023
Q2 		– Sell
-339
Closed -$23K – 217
2023
Q1 		$23K Buy
339
+228
+205% +$14.7K 0.02% 94
2022
Q4 		$5.5K Sell
111
-144
-56% -$5.88K ﹤0.01% 197
2022
Q3 		$8.29K Buy
+255
New +$10.5K 0.01% 159

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Legend Financial Advisors's EXAS Position: Q2 2023 in Review

Legend Financial Advisors sold out of Exact Sciences (EXAS) in Q2 2023, closing a stake of 339 shares — an estimated $23K sold.

Legend Financial Advisors first reported a position in EXAS in Q3 2022 and held it in 3 quarters. The position peaked at $23K in Q1 2023. 653 funds tracked by Wall St. Rank hold EXAS as of Q2 2023.

  • Legend Financial Advisors reported no remaining Exact Sciences position as of Q2 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 339 Exact Sciences shares in Q2 2023, an estimated $23K.
  • Legend Financial Advisors first reported a position in Exact Sciences in Q3 2022 and held it in 3 quarters.
  • Legend Financial Advisors's Exact Sciences position peaked at $23K in Q1 2023.
  • 653 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2023.

Based on Legend Financial Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.