Simplicity Solutions’s Exact Sciences EXAS Stock Holding History

Simplicity Solutions’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 Q4	–	Sell	-3,010	Closed	-$205K	–	1084
2023 Q3	$205K	Buy	3,010 +116	+4%	+$9.84K	0.01%	902
2023 Q2	$272K	Sell	2,894 -84	-3%	-$6.55K	0.01%	867
2023 Q1	$202K	Buy	+2,978	New	+$191K	0.01%	1014
2022 Q2	–	Sell	-3,501	Closed	-$245K	–	653
2022 Q1	$245K	Sell	3,501 -4,069	-54%	-$297K	0.03%	538
2021 Q4	$590K	Buy	7,570 +4,164	+122%	+$367K	0.07%	339
2021 Q3	$325K	Buy	3,406 +1,060	+45%	+$112K	0.05%	402
2021 Q2	$292K	Buy	2,346 +297	+14%	+$35.4K	0.06%	393
2021 Q1	$270K	Buy	+2,049	New	+$280K	0.06%	383
2019 Q2	–	Sell	-6,189	Closed	-$536K	–	715
2019 Q1	$536K	Buy	+6,189	New	+$527K	0.03%	384

Other funds holding EXAS

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Simplicity Solutions's EXAS Position: Q4 2023 in Review

Simplicity Solutions sold out of Exact Sciences (EXAS) in Q4 2023, closing a stake of 3,010 shares — an estimated $205K sold.

Simplicity Solutions first reported a position in EXAS in Q1 2019 and held it in 9 quarters. The position peaked at $590K in Q4 2021. 646 funds tracked by Wall St. Rank hold EXAS as of Q4 2023.

Simplicity Solutions reported no remaining Exact Sciences position as of Q4 2023 after selling out during the quarter.
Simplicity Solutions sold 3,010 Exact Sciences shares in Q4 2023, an estimated $205K.
Simplicity Solutions first reported a position in Exact Sciences in Q1 2019 and held it in 9 quarters.
Simplicity Solutions's Exact Sciences position peaked at $590K in Q4 2021.
646 funds tracked by Wall St. Rank held Exact Sciences as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.