Regent Peak Wealth Advisors’s Exact Sciences EXAS Stock Holding History

Regent Peak 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 Q2	–	Sell	-5,820	Closed	-$402K	–	169
2024 Q1	$402K	Buy	5,820 +1	+0%	+$63	0.1%	96
2023 Q4	$430K	Buy	5,819 +10	+0.2%	+$655	0.12%	87
2023 Q3	$396K	Hold	5,809	–	–	0.12%	89
2023 Q2	$545K	Sell	5,809 -4,636	-44%	-$362K	0.16%	75
2023 Q1	$708K	Sell	10,445 -1,159	-10%	-$74.5K	0.22%	66
2022 Q4	$575K	Sell	11,604 -578	-5%	-$23.6K	0.19%	77
2022 Q3	$395K	Hold	12,182	–	–	0.14%	92
2022 Q2	$479K	Buy	+12,182	New	+$651K	0.16%	88
2021 Q1	–	Sell	-36	Closed	-$5K	–	416
2020 Q4	$5K	Buy	+36	New	+$4.35K	﹤0.01%	666

Other funds holding EXAS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Regent Peak Wealth Advisors's EXAS Position: Q2 2024 in Review

Regent Peak Wealth Advisors sold out of Exact Sciences (EXAS) in Q2 2024, closing a stake of 5,820 shares — an estimated $402K sold.

Regent Peak Wealth Advisors first reported a position in EXAS in Q4 2020 and held it in 9 quarters. The position peaked at $708K in Q1 2023. 543 funds tracked by Wall St. Rank hold EXAS as of Q2 2024.

Regent Peak Wealth Advisors reported no remaining Exact Sciences position as of Q2 2024 after selling out during the quarter.
Regent Peak Wealth Advisors sold 5,820 Exact Sciences shares in Q2 2024, an estimated $402K.
Regent Peak Wealth Advisors first reported a position in Exact Sciences in Q4 2020 and held it in 9 quarters.
Regent Peak Wealth Advisors's Exact Sciences position peaked at $708K in Q1 2023.
543 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.