RCA
EXAS

Resonant Capital Advisors’s Exact Sciences EXAS Stock Holding History

Resonant Capital 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
-3,585
Closed -$244K – 355
2024
Q3 		$244K Buy
+3,585
New +$202K 0.02% 311
2024
Q2 		– Sell
-3,296
Closed -$228K – 343
2024
Q1 		$228K Buy
3,296
+121
+4% +$7.65K 0.02% 311
2023
Q4 		$235K Sell
3,175
-36
-1% -$2.36K 0.02% 267
2023
Q3 		$219K Buy
+3,211
New +$272K 0.02% 251
2022
Q2 		– Sell
-4,125
Closed -$312K – 241
2022
Q1 		$312K Buy
4,125
+1
+0% +$73 0.05% 180
2021
Q4 		$321K Buy
+4,124
New +$364K 0.05% 167
2021
Q1 		– Sell
-3,445
Closed -$456K – 167
2020
Q4 		$456K Hold
3,445
– – 0.11% 109
2020
Q3 		$351K Sell
3,445
-6,806
-66% -$588K 0.1% 118
2020
Q2 		$891K Buy
10,251
+1,121
+12% +$89.6K 0.26% 80
2020
Q1 		$530K Buy
9,130
+180
+2% +$14.6K 0.19% 122
2019
Q4 		$828K Buy
+8,950
New +$787K 0.26% 114

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

Resonant Capital Advisors's EXAS Position: Q4 2024 in Review

Resonant Capital Advisors sold out of Exact Sciences (EXAS) in Q4 2024, closing a stake of 3,585 shares — an estimated $244K sold.

Resonant Capital Advisors first reported a position in EXAS in Q4 2019 and held it in 11 quarters. The position peaked at $891K in Q2 2020. 593 funds tracked by Wall St. Rank hold EXAS as of Q4 2024.

  • Resonant Capital Advisors reported no remaining Exact Sciences position as of Q4 2024 after selling out during the quarter.
  • Resonant Capital Advisors sold 3,585 Exact Sciences shares in Q4 2024, an estimated $244K.
  • Resonant Capital Advisors first reported a position in Exact Sciences in Q4 2019 and held it in 11 quarters.
  • Resonant Capital Advisors's Exact Sciences position peaked at $891K in Q2 2020.
  • 593 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2024.

Based on Resonant Capital Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.