OIA
EXAS

Optimum Investment Advisors’s Exact Sciences EXAS Stock Holding History

Optimum Investment 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
2018
Q3 		– Sell
-400
Closed -$24K – 1053
2018
Q2 		$24K Buy
+400
New +$21.5K 0.01% 694
2014
Q4 		– Sell
-200
Closed -$5K – 993
2014
Q3 		$5K Sell
200
-2,300
-92% -$42.2K ﹤0.01% 836
2014
Q2 		$43K Buy
+2,500
New +$34.4K 0.01% 518

Other funds holding EXAS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Optimum Investment Advisors's EXAS Position: Q3 2018 in Review

Optimum Investment Advisors sold out of Exact Sciences (EXAS) in Q3 2018, closing a stake of 400 shares — an estimated $24K sold.

Optimum Investment Advisors first reported a position in EXAS in Q2 2014 and held it in 3 quarters. The position peaked at $43K in Q2 2014. 365 funds tracked by Wall St. Rank hold EXAS as of Q3 2018.

  • Optimum Investment Advisors reported no remaining Exact Sciences position as of Q3 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 400 Exact Sciences shares in Q3 2018, an estimated $24K.
  • Optimum Investment Advisors first reported a position in Exact Sciences in Q2 2014 and held it in 3 quarters.
  • Optimum Investment Advisors's Exact Sciences position peaked at $43K in Q2 2014.
  • 365 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2018.

Based on Optimum Investment Advisors's 13F filing for Q3 2018, filed 5 Oct 2018.