TWA
EXAS

TCI Wealth Advisors’s Exact Sciences EXAS Stock Holding History

TCI 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
Q2 		– Sell
-467
Closed -$31.7K – 876
2023
Q1 		$31.7K Buy
467
+464
+15,467% +$29.8K ﹤0.01% 550
2022
Q4 		$149 Sell
3
-301
-99% -$12.3K ﹤0.01% 2367
2022
Q3 		$10K Buy
304
+2
+0.7% +$82 ﹤0.01% 1001
2022
Q2 		$12K Buy
302
+253
+516% +$13.5K ﹤0.01% 894
2022
Q1 		$3K Hold
49
– – ﹤0.01% 1873
2021
Q4 		$4K Sell
49
-53
-52% -$4.68K ﹤0.01% 1806
2021
Q3 		$10K Buy
102
+19
+23% +$2.01K ﹤0.01% 1097
2021
Q2 		$10K Buy
83
+16
+24% +$1.91K ﹤0.01% 954
2021
Q1 		$9K Buy
67
+18
+37% +$2.46K ﹤0.01% 899
2020
Q4 		$6K Hold
49
– – ﹤0.01% 801
2020
Q3 		$5K Sell
49
-3
-6% -$259 ﹤0.01% 764
2020
Q2 		$5K Sell
52
-16
-24% -$1.28K ﹤0.01% 735
2020
Q1 		$4K Hold
68
– – ﹤0.01% 763
2019
Q4 		$6K Hold
68
– – ﹤0.01% 807
2019
Q3 		$6K Hold
68
– – ﹤0.01% 755
2019
Q2 		$8K Hold
68
– – ﹤0.01% 665
2019
Q1 		$6K Hold
68
– – ﹤0.01% 734
2018
Q4 		$4K Hold
68
– – ﹤0.01% 815
2018
Q3 		$5K Hold
68
– – ﹤0.01% 784
2018
Q2 		$4K Hold
68
– – ﹤0.01% 837
2018
Q1 		$3K Hold
68
– – ﹤0.01% 843
2017
Q4 		$4K Hold
68
– – ﹤0.01% 827
2017
Q3 		$3K Hold
68
– – ﹤0.01% 837
2017
Q2 		$2K Hold
68
– – ﹤0.01% 980
2017
Q1 		$2K Buy
68
+3
+5% +$59 ﹤0.01% 928
2016
Q4 		$1K Buy
+65
New +$1.05K ﹤0.01% 1151
2015
Q2 		– Sell
-500
Closed -$11K – 967
2015
Q1 		$11K Buy
+500
New +$12.7K 0.01% 435

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

TCI Wealth Advisors's EXAS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Exact Sciences (EXAS) in Q2 2023, closing a stake of 467 shares — an estimated $31.7K sold.

TCI Wealth Advisors first reported a position in EXAS in Q1 2015 and held it in 27 quarters. The position peaked at $31.7K in Q1 2023. 653 funds tracked by Wall St. Rank hold EXAS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Exact Sciences position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 467 Exact Sciences shares in Q2 2023, an estimated $31.7K.
  • TCI Wealth Advisors first reported a position in Exact Sciences in Q1 2015 and held it in 27 quarters.
  • TCI Wealth Advisors's Exact Sciences position peaked at $31.7K in Q1 2023.
  • 653 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.