SWP
EXAS

Stratos Wealth Partners’s Exact Sciences EXAS Stock Holding History

Stratos Wealth Partners’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
2025
Q1 		– Sell
-3,969
Closed -$223K – 1404
2024
Q4 		$223K Buy
+3,969
New +$247K ﹤0.01% 1296
2022
Q2 		– Sell
-2,923
Closed -$204K – 1223
2022
Q1 		$204K Buy
2,923
+5
+0.2% +$365 ﹤0.01% 1171
2021
Q4 		$227K Buy
2,918
+278
+11% +$24.5K 0.01% 1118
2021
Q3 		$252K Buy
2,640
+458
+21% +$48.4K 0.01% 1003
2021
Q2 		$271K Sell
2,182
-315
-13% -$37.6K 0.01% 1012
2021
Q1 		$329K Buy
+2,497
New +$342K 0.01% 853
2018
Q4 		– Sell
-100
Closed -$8K – 1337
2018
Q3 		$8K Buy
+100
New +$6.52K ﹤0.01% 2266
2018
Q2 		– Sell
-413
Closed -$17K – 1472
2018
Q1 		$17K Hold
413
– – ﹤0.01% 2069
2017
Q4 		$22K Buy
+413
New +$22.1K ﹤0.01% 1868

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stratos Wealth Partners's EXAS Position: Q1 2025 in Review

Stratos Wealth Partners sold out of Exact Sciences (EXAS) in Q1 2025, closing a stake of 3,969 shares — an estimated $223K sold.

Stratos Wealth Partners first reported a position in EXAS in Q4 2017 and held it in 9 quarters. The position peaked at $329K in Q1 2021. 557 funds tracked by Wall St. Rank hold EXAS as of Q1 2025.

  • Stratos Wealth Partners reported no remaining Exact Sciences position as of Q1 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,969 Exact Sciences shares in Q1 2025, an estimated $223K.
  • Stratos Wealth Partners first reported a position in Exact Sciences in Q4 2017 and held it in 9 quarters.
  • Stratos Wealth Partners's Exact Sciences position peaked at $329K in Q1 2021.
  • 557 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.