OWM
EXAS

Orgel Wealth Management’s Exact Sciences EXAS Stock Holding History

Orgel 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
-2,100
Closed -$200K – 65
2021
Q3 		$200K Hold
2,100
– – 0.02% 61
2021
Q2 		$261K Hold
2,100
– – 0.03% 47
2021
Q1 		$277K Hold
2,100
– – 0.04% 43
2020
Q4 		$278K Sell
2,100
-100
-5% -$12.1K 0.06% 38
2020
Q3 		$224K Buy
+2,200
New +$190K 0.06% 52
2019
Q3 		– Sell
-1,900
Closed -$224K – 47
2019
Q2 		$224K Buy
+1,900
New +$191K 0.09% 36
2018
Q4 		– Sell
-4,900
Closed -$387K – 39
2018
Q3 		$387K Hold
4,900
– – 0.17% 26
2018
Q2 		$293K Buy
+4,900
New +$264K 0.07% 29

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return