Meridian Wealth Management’s Exact Sciences EXAS Stock Holding History

Meridian 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	-2,531	Closed	-$242K	–	409
2021 Q3	$242K	Hold	2,531	–	–	0.03%	346
2021 Q2	$315K	Sell	2,531 -24	-0.9%	-$2.86K	0.04%	293
2021 Q1	$337K	Hold	2,555	–	–	0.05%	267
2020 Q4	$338K	Sell	2,555 -916	-26%	-$111K	0.05%	244
2020 Q3	$353K	Buy	+3,471	New	+$300K	0.09%	170
2020 Q1	–	Sell	-3,780	Closed	-$349K	–	216
2019 Q4	$349K	Sell	3,780 -2,978	-44%	-$262K	0.17%	136
2019 Q3	$611K	Buy	6,758 +3,048	+82%	+$347K	0.29%	70
2019 Q2	$4.38K	Buy	3,710 +30	+0.8%	+$3.02K	0.18%	93
2019 Q1	$319K	Buy	+3,680	New	+$313K	0.15%	133

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

Meridian Wealth Management's EXAS Position: Q4 2021 in Review

Meridian Wealth Management sold out of Exact Sciences (EXAS) in Q4 2021, closing a stake of 2,531 shares — an estimated $242K sold.

Meridian Wealth Management first reported a position in EXAS in Q1 2019 and held it in 9 quarters. The position peaked at $611K in Q3 2019. 596 funds tracked by Wall St. Rank hold EXAS as of Q4 2021.

Meridian Wealth Management reported no remaining Exact Sciences position as of Q4 2021 after selling out during the quarter.
Meridian Wealth Management sold 2,531 Exact Sciences shares in Q4 2021, an estimated $242K.
Meridian Wealth Management first reported a position in Exact Sciences in Q1 2019 and held it in 9 quarters.
Meridian Wealth Management's Exact Sciences position peaked at $611K in Q3 2019.
596 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2021.

Based on Meridian Wealth Management's 13F filing for Q4 2021, filed 27 Jan 2022.