OPWM
EXAS

Oak Point Wealth Management’s Exact Sciences EXAS Stock Holding History

Oak Point 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
2018
Q1 		$8K Hold
200
– – 0.01% 159
2017
Q4 		$11K Buy
+200
New +$10.7K 0.01% 147

Other funds holding EXAS

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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oak Point Wealth Management's EXAS Position: Q1 2018 in Review

Oak Point Wealth Management held its Exact Sciences (EXAS) position steady in Q1 2018 at 200 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #159.

Oak Point Wealth Management first reported a position in EXAS in Q4 2017 and has held it in 2 quarters since. The position peaked at $11K in Q4 2017. 319 funds tracked by Wall St. Rank hold EXAS as of Q1 2018.

  • Oak Point Wealth Management held 200 shares of Exact Sciences worth $8K as of Q1 2018.
  • Oak Point Wealth Management left its Exact Sciences share count unchanged in Q1 2018.
  • Exact Sciences made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #159 holding.
  • Oak Point Wealth Management first reported a position in Exact Sciences in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Exact Sciences position peaked at $11K in Q4 2017.
  • 319 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.