Ropes Wealth Advisors’s Exact Sciences EXAS Stock Holding History

Ropes 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
2023 Q3	–	Sell	-7,464	Closed	-$701K	–	261
2023 Q2	$701K	Sell	7,464 -19	-0.3%	-$1.48K	0.12%	144
2023 Q1	$507K	Hold	7,483	–	–	0.09%	173
2022 Q4	$370K	Sell	7,483 -334	-4%	-$13.6K	0.07%	195
2022 Q3	$254K	Buy	7,817 +110	+1%	+$4.54K	0.05%	212
2022 Q2	$304K	Hold	7,707	–	–	0.06%	210
2022 Q1	$539K	Hold	7,707	–	–	0.09%	187
2021 Q4	$600K	Buy	+7,707	New	+$680K	0.11%	147
2021 Q1	–	Sell	-500	Closed	-$66K	–	427
2020 Q4	$66K	Hold	500	–	–	0.01%	349
2020 Q3	$51K	Hold	500	–	–	0.01%	332
2020 Q2	$43K	Hold	500	–	–	0.01%	322
2020 Q1	$29K	Hold	500	–	–	0.01%	336
2019 Q4	$46K	Hold	500	–	–	0.01%	339
2019 Q3	$45K	Sell	500 -100	-17%	-$11.4K	0.01%	346
2019 Q2	$71K	Buy	+600	New	+$60.5K	0.02%	301

Other funds holding EXAS

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

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

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

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

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

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ropes Wealth Advisors's EXAS Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of Exact Sciences (EXAS) in Q3 2023, closing a stake of 7,464 shares — an estimated $701K sold.

Ropes Wealth Advisors first reported a position in EXAS in Q2 2019 and held it in 14 quarters. The position peaked at $701K in Q2 2023. 623 funds tracked by Wall St. Rank hold EXAS as of Q3 2023.

Ropes Wealth Advisors reported no remaining Exact Sciences position as of Q3 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 7,464 Exact Sciences shares in Q3 2023, an estimated $701K.
Ropes Wealth Advisors first reported a position in Exact Sciences in Q2 2019 and held it in 14 quarters.
Ropes Wealth Advisors's Exact Sciences position peaked at $701K in Q2 2023.
623 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.