NECFA
EXAS

New England Capital Financial Advisors’s Exact Sciences EXAS Stock Holding History

New England Capital 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
2024
Q1 		– Sell
-276
Closed -$20.4K – 405
2023
Q4 		$20.4K Hold
276
– – 0.01% 169
2023
Q3 		$18.8K Hold
276
– – 0.01% 168
2023
Q2 		$25.9K Hold
276
– – 0.02% 147
2023
Q1 		$18.7K Hold
276
– – 0.01% 183
2022
Q4 		$18.8K Buy
+276
New +$11.3K 0.01% 187

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

New England Capital Financial Advisors's EXAS Position: Q1 2024 in Review

New England Capital Financial Advisors sold out of Exact Sciences (EXAS) in Q1 2024, closing a stake of 276 shares — an estimated $20.4K sold.

New England Capital Financial Advisors first reported a position in EXAS in Q4 2022 and held it in 5 quarters. The position peaked at $25.9K in Q2 2023. 627 funds tracked by Wall St. Rank hold EXAS as of Q1 2024.

  • New England Capital Financial Advisors reported no remaining Exact Sciences position as of Q1 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 276 Exact Sciences shares in Q1 2024, an estimated $20.4K.
  • New England Capital Financial Advisors first reported a position in Exact Sciences in Q4 2022 and held it in 5 quarters.
  • New England Capital Financial Advisors's Exact Sciences position peaked at $25.9K in Q2 2023.
  • 627 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2024.

Based on New England Capital Financial Advisors's 13F filing for Q1 2024, filed 2 May 2024.