TWP
EXAS

TFO Wealth Partners’s Exact Sciences EXAS Stock Holding History

TFO 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
2024
Q1 		– Sell
-3
Closed -$222 – 848
2023
Q4 		$222 Sell
3
-3
-50% -$197 ﹤0.01% 610
2023
Q3 		$563 Buy
+6
New +$509 ﹤0.01% 426
2022
Q3 		– Sell
-18
Closed -$1K – 255
2022
Q2 		$1K Buy
+18
New +$963 ﹤0.01% 405

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TFO Wealth Partners's EXAS Position: Q1 2024 in Review

TFO Wealth Partners sold out of Exact Sciences (EXAS) in Q1 2024, closing a stake of 3 shares — an estimated $222 sold.

TFO Wealth Partners first reported a position in EXAS in Q2 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 626 funds tracked by Wall St. Rank hold EXAS as of Q1 2024.

  • TFO Wealth Partners reported no remaining Exact Sciences position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Exact Sciences shares in Q1 2024, an estimated $222.
  • TFO Wealth Partners first reported a position in Exact Sciences in Q2 2022 and held it in 3 quarters.
  • TFO Wealth Partners's Exact Sciences position peaked at $1K in Q2 2022.
  • 626 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.