TWM
EXAS

TriaGen Wealth Management’s Exact Sciences EXAS Stock Holding History

TriaGen 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
2023
Q3 		– Sell
-6,073
Closed -$570K – 160
2023
Q2 		$570K Sell
6,073
-36
-0.6% -$2.81K 0.26% 91
2023
Q1 		$414K Hold
6,109
– – 0.21% 102
2022
Q4 		$302K Buy
+6,109
New +$250K 0.17% 129

Other funds holding EXAS

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

TriaGen Wealth Management's EXAS Position: Q3 2023 in Review

TriaGen Wealth Management sold out of Exact Sciences (EXAS) in Q3 2023, closing a stake of 6,073 shares — an estimated $570K sold.

TriaGen Wealth Management first reported a position in EXAS in Q4 2022 and held it in 3 quarters. The position peaked at $570K in Q2 2023. 624 funds tracked by Wall St. Rank hold EXAS as of Q3 2023.

  • TriaGen Wealth Management reported no remaining Exact Sciences position as of Q3 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 6,073 Exact Sciences shares in Q3 2023, an estimated $570K.
  • TriaGen Wealth Management first reported a position in Exact Sciences in Q4 2022 and held it in 3 quarters.
  • TriaGen Wealth Management's Exact Sciences position peaked at $570K in Q2 2023.
  • 624 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2023.

Based on TriaGen Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.