PMFA
EXAS

Plante Moran Financial Advisors’s Exact Sciences EXAS Stock Holding History

Plante Moran Financial 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
Q2 		– Sell
-50
Closed -$3.45K – 812
2024
Q1 		$3.45K Buy
+50
New +$3.16K ﹤0.01% 719
2023
Q3 		– Sell
-10
Closed -$939 – 794
2023
Q2 		$939 Sell
10
-80
-89% -$6.24K ﹤0.01% 733
2023
Q1 		$6.1K Hold
90
– – ﹤0.01% 628
2022
Q4 		$4.46K Sell
90
-18
-17% -$735 ﹤0.01% 685
2022
Q3 		$4K Buy
108
+18
+20% +$742 ﹤0.01% 726
2022
Q2 		$4K Hold
90
– – ﹤0.01% 736
2022
Q1 		$6K Hold
90
– – ﹤0.01% 651
2021
Q4 		$7K Hold
90
– – ﹤0.01% 751
2021
Q3 		$9K Hold
90
– – ﹤0.01% 705
2021
Q2 		$11K Hold
90
– – ﹤0.01% 662
2021
Q1 		$12K Sell
90
-400
-82% -$54.8K ﹤0.01% 621
2020
Q4 		$65K Buy
490
+400
+444% +$48.4K 0.02% 306
2020
Q3 		$9K Hold
90
– – ﹤0.01% 622
2020
Q2 		$8K Hold
90
– – ﹤0.01% 543
2020
Q1 		$5K Hold
90
– – ﹤0.01% 569
2019
Q4 		$8K Buy
+90
New +$7.91K ﹤0.01% 564
2016
Q1 		– Sell
-18
Closed – – 907
2015
Q4 		$0 Buy
+18
New +$167 ﹤0.01% 961

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Plante Moran Financial Advisors's EXAS Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of Exact Sciences (EXAS) in Q2 2024, closing a stake of 50 shares — an estimated $3.45K sold.

Plante Moran Financial Advisors first reported a position in EXAS in Q4 2015 and held it in 17 quarters. The position peaked at $65K in Q4 2020. 544 funds tracked by Wall St. Rank hold EXAS as of Q2 2024.

  • Plante Moran Financial Advisors reported no remaining Exact Sciences position as of Q2 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 50 Exact Sciences shares in Q2 2024, an estimated $3.45K.
  • Plante Moran Financial Advisors first reported a position in Exact Sciences in Q4 2015 and held it in 17 quarters.
  • Plante Moran Financial Advisors's Exact Sciences position peaked at $65K in Q4 2020.
  • 544 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.