PWA
EXAS

Phoenix Wealth Advisors’s Exact Sciences EXAS Stock Holding History

Phoenix Wealth 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
-5,620
Closed -$415K – 118
2023
Q4 		$415K Sell
5,620
-113
-2% -$7.41K 0.29% 64
2023
Q3 		$391K Sell
5,733
-166
-3% -$14.1K 0.23% 61
2023
Q2 		$554K Sell
5,899
-300
-5% -$23.4K 0.32% 47
2023
Q1 		$420K Sell
6,199
-215
-3% -$13.8K 0.26% 52
2022
Q4 		$318K Sell
6,414
-935
-13% -$38.2K 0.19% 73
2022
Q3 		$239K Buy
+7,349
New +$303K 0.24% 93
2022
Q2 		– Sell
-10,901
Closed -$749K – 115
2022
Q1 		$749K Buy
10,901
+1,442
+15% +$105K 0.77% 32
2021
Q4 		$736K Buy
9,459
+3,343
+55% +$295K 0.56% 46
2021
Q3 		$584K Buy
6,116
+91
+2% +$9.61K 0.44% 61
2021
Q2 		$735K Buy
6,025
+93
+2% +$11.1K 0.53% 54
2021
Q1 		$786K Buy
5,932
+1,466
+33% +$201K 0.61% 44
2020
Q4 		$592K Buy
+4,466
New +$540K 0.45% 51

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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Phoenix Wealth Advisors's EXAS Position: Q1 2024 in Review

Phoenix Wealth Advisors sold out of Exact Sciences (EXAS) in Q1 2024, closing a stake of 5,620 shares — an estimated $415K sold.

Phoenix Wealth Advisors first reported a position in EXAS in Q4 2020 and held it in 12 quarters. The position peaked at $786K in Q1 2021. 625 funds tracked by Wall St. Rank hold EXAS as of Q1 2024.

  • Phoenix Wealth Advisors reported no remaining Exact Sciences position as of Q1 2024 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 5,620 Exact Sciences shares in Q1 2024, an estimated $415K.
  • Phoenix Wealth Advisors first reported a position in Exact Sciences in Q4 2020 and held it in 12 quarters.
  • Phoenix Wealth Advisors's Exact Sciences position peaked at $786K in Q1 2021.
  • 625 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2024.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2024, filed 26 Apr 2024.