NW
EXAS

Naviter Wealth’s Exact Sciences EXAS Stock Holding History

Naviter Wealth’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
2025
Q1 		– Sell
-3,676
Closed -$207K – 280
2024
Q4 		$207K Buy
+3,676
New +$229K 0.02% 261
2023
Q3 		– Sell
-3,077
Closed -$289K – 223
2023
Q2 		$289K Buy
+3,077
New +$240K 0.07% 197

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Naviter Wealth's EXAS Position: Q1 2025 in Review

Naviter Wealth sold out of Exact Sciences (EXAS) in Q1 2025, closing a stake of 3,676 shares — an estimated $207K sold.

Naviter Wealth first reported a position in EXAS in Q2 2023 and held it in 2 quarters. The position peaked at $289K in Q2 2023. 557 funds tracked by Wall St. Rank hold EXAS as of Q1 2025.

  • Naviter Wealth reported no remaining Exact Sciences position as of Q1 2025 after selling out during the quarter.
  • Naviter Wealth sold 3,676 Exact Sciences shares in Q1 2025, an estimated $207K.
  • Naviter Wealth first reported a position in Exact Sciences in Q2 2023 and held it in 2 quarters.
  • Naviter Wealth's Exact Sciences position peaked at $289K in Q2 2023.
  • 557 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2025.

Based on Naviter Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.