SSWM
EXAS

Strait & Sound Wealth Management’s Exact Sciences EXAS Stock Holding History

Strait & Sound Wealth Management’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
2026
Q1 		– Sell
-15,381
Closed -$1.56M – 175
2025
Q4 		$1.56M Sell
15,381
-3,879
-20% -$312K 0.58% 44
2025
Q3 		$1.05M Buy
+19,260
New +$962K 0.4% 52
2025
Q1 		– Sell
-19,260
Closed -$1.08M – 149
2024
Q4 		$1.08M Hold
19,260
– – 0.5% 35
2024
Q3 		$1.31M Hold
19,260
– – 0.64% 29
2024
Q2 		$814K Sell
19,260
-16
-0.1% -$880 0.41% 45
2024
Q1 		$1.41M Hold
19,276
– – 0.79% 24
2023
Q4 		$1.24M Hold
19,276
– – 0.77% 25
2023
Q3 		$1.32M Hold
19,276
– – 1.13% 19
2023
Q2 		$1.81M Buy
19,276
+16
+0.1% +$1.25K 1.79% 14
2023
Q1 		$1.31M Buy
+19,260
New +$1.24M 1.3% 17

Other funds holding EXAS

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return