PS
EXAS

Planned Solutions’s Exact Sciences EXAS Stock Holding History

Planned Solutions’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
Q4 		– Sell
-34
Closed -$2.32K – 272
2024
Q3 		$2.32K Buy
+34
New +$1.92K ﹤0.01% 543
2024
Q1 		– Sell
-34
Closed -$2.52K – 231
2023
Q4 		$2.52K Buy
+34
New +$2.23K ﹤0.01% 494
2021
Q1 		– Sell
-34
Closed -$5K – 170
2020
Q4 		$5K Hold
34
– – ﹤0.01% 381
2020
Q3 		$3K Buy
+34
New +$2.94K ﹤0.01% 296

Other funds holding EXAS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Planned Solutions's EXAS Position: Q4 2024 in Review

Planned Solutions sold out of Exact Sciences (EXAS) in Q4 2024, closing a stake of 34 shares — an estimated $2.32K sold.

Planned Solutions first reported a position in EXAS in Q3 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 593 funds tracked by Wall St. Rank hold EXAS as of Q4 2024.

  • Planned Solutions reported no remaining Exact Sciences position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 34 Exact Sciences shares in Q4 2024, an estimated $2.32K.
  • Planned Solutions first reported a position in Exact Sciences in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's Exact Sciences position peaked at $5K in Q4 2020.
  • 593 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.