RIA
EXAS

Regal Investment Advisors’s Exact Sciences EXAS Stock Holding History

Regal Investment 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
Q4 		– Sell
-8,060
Closed -$549K – 478
2024
Q3 		$549K Sell
8,060
-286
-3% -$16.1K 0.04% 336
2024
Q2 		$353K Sell
8,346
-65
-0.8% -$3.58K 0.02% 424
2024
Q1 		$581K Buy
8,411
+101
+1% +$6.39K 0.04% 330
2023
Q4 		$615K Buy
8,310
+992
+14% +$65K 0.05% 289
2023
Q3 		$499K Buy
7,318
+14
+0.2% +$1.19K 0.04% 294
2023
Q2 		$686K Buy
7,304
+1,772
+32% +$138K 0.06% 246
2023
Q1 		$375K Buy
+5,532
New +$356K 0.03% 345
2021
Q1 		– Sell
-2,248
Closed -$298K – 144
2020
Q4 		$298K Buy
+2,248
New +$272K 0.03% 362
2015
Q4 		– Sell
-325
Closed -$5K – 462
2015
Q3 		$5K Sell
325
-500
-61% -$11.5K ﹤0.01% 798
2015
Q2 		$24K Buy
825
+500
+154% +$12.6K 0.01% 531
2015
Q1 		$7K Hold
325
– – ﹤0.01% 753
2014
Q4 		$9K Buy
+325
New +$7.91K ﹤0.01% 646

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Regal Investment Advisors's EXAS Position: Q4 2024 in Review

Regal Investment Advisors sold out of Exact Sciences (EXAS) in Q4 2024, closing a stake of 8,060 shares — an estimated $549K sold.

Regal Investment Advisors first reported a position in EXAS in Q4 2014 and held it in 12 quarters. The position peaked at $686K in Q2 2023. 594 funds tracked by Wall St. Rank hold EXAS as of Q4 2024.

  • Regal Investment Advisors reported no remaining Exact Sciences position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 8,060 Exact Sciences shares in Q4 2024, an estimated $549K.
  • Regal Investment Advisors first reported a position in Exact Sciences in Q4 2014 and held it in 12 quarters.
  • Regal Investment Advisors's Exact Sciences position peaked at $686K in Q2 2023.
  • 594 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.