MSWM
EXAS

McGlone Suttner Wealth Management’s Exact Sciences EXAS Stock Holding History

McGlone Suttner 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
-1,542
Closed -$114K – 386
2023
Q4 		$114K Buy
+1,542
New +$101K 0.02% 199

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

McGlone Suttner Wealth Management's EXAS Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Exact Sciences (EXAS) in Q1 2024, closing a stake of 1,542 shares — an estimated $114K sold.

McGlone Suttner Wealth Management first reported a position in EXAS in Q4 2023 and held it in 1 quarter. The position peaked at $114K in Q4 2023. 626 funds tracked by Wall St. Rank hold EXAS as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Exact Sciences position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 1,542 Exact Sciences shares in Q1 2024, an estimated $114K.
  • McGlone Suttner Wealth Management first reported a position in Exact Sciences in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Exact Sciences position peaked at $114K in Q4 2023.
  • 626 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.