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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Orgel Wealth Management's EXAS Position: Q4 2021 in Review

Orgel Wealth Management sold out of Exact Sciences (EXAS) in Q4 2021, closing a stake of 2,100 shares — an estimated $200K sold.

Orgel Wealth Management first reported a position in EXAS in Q2 2018 and held it in 8 quarters. The position peaked at $387K in Q3 2018. 596 funds tracked by Wall St. Rank hold EXAS as of Q4 2021.

Orgel Wealth Management reported no remaining Exact Sciences position as of Q4 2021 after selling out during the quarter.
Orgel Wealth Management sold 2,100 Exact Sciences shares in Q4 2021, an estimated $200K.
Orgel Wealth Management first reported a position in Exact Sciences in Q2 2018 and held it in 8 quarters.
Orgel Wealth Management's Exact Sciences position peaked at $387K in Q3 2018.
596 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2021.

Based on Orgel Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.