Tradition Wealth Management’s Exact Sciences EXAS Stock Holding History

Tradition 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
2024 Q1	–	Sell	-250	Closed	-$18K	–	641
2023 Q4	$18K	Sell	250 -38	-13%	-$2.49K	﹤0.01%	864
2023 Q3	$20K	Hold	288	–	–	﹤0.01%	843
2023 Q2	$27K	Hold	288	–	–	﹤0.01%	797
2023 Q1	$20K	Buy	288 +4	+1%	+$257	﹤0.01%	829
2022 Q4	$14K	Hold	284	–	–	﹤0.01%	822
2022 Q3	$9K	Buy	284 +90	+46%	+$3.71K	﹤0.01%	944
2022 Q2	$8K	Buy	194 +34	+21%	+$1.82K	﹤0.01%	870
2022 Q1	$11K	Sell	160 -4	-2%	-$292	﹤0.01%	874
2021 Q4	$13K	Sell	164 -480	-75%	-$42.4K	﹤0.01%	840
2021 Q3	$61K	Sell	644 -1,506	-70%	-$159K	0.01%	456
2021 Q2	$267K	Buy	2,150 +1,116	+108%	+$133K	0.04%	244
2021 Q1	$136K	Buy	1,034 +530	+105%	+$72.5K	0.02%	288
2020 Q4	$67K	Buy	+504	New	+$61K	0.01%	359

Other funds holding EXAS

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Tradition Wealth Management's EXAS Position: Q1 2024 in Review

Tradition Wealth Management sold out of Exact Sciences (EXAS) in Q1 2024, closing a stake of 250 shares — an estimated $18K sold.

Tradition Wealth Management first reported a position in EXAS in Q4 2020 and held it in 13 quarters. The position peaked at $267K in Q2 2021. 626 funds tracked by Wall St. Rank hold EXAS as of Q1 2024.

Tradition Wealth Management reported no remaining Exact Sciences position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 250 Exact Sciences shares in Q1 2024, an estimated $18K.
Tradition Wealth Management first reported a position in Exact Sciences in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Exact Sciences position peaked at $267K in Q2 2021.
626 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.