VFA
EXAS

Values First Advisors’s Exact Sciences EXAS Stock Holding History

Values First 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
2025
Q1 		– Sell
-7,951
Closed -$447K – 199
2024
Q4 		$447K Sell
7,951
-1,607
-17% -$100K 0.25% 106
2024
Q3 		$651K Buy
9,558
+1,857
+24% +$105K 0.35% 72
2024
Q2 		$325K Buy
7,701
+719
+10% +$39.6K 0.2% 113
2024
Q1 		$482K Sell
6,982
-5,991
-46% -$379K 0.28% 96
2023
Q4 		$960K Buy
12,973
+2,329
+22% +$153K 0.58% 51
2023
Q3 		$726K Buy
10,644
+573
+6% +$48.6K 0.47% 63
2023
Q2 		$946K Buy
10,071
+553
+6% +$43.1K 0.57% 51
2023
Q1 		$645K Sell
9,518
-7,588
-44% -$488K 0.41% 74
2022
Q4 		$847K Sell
17,106
-3,453
-17% -$141K 0.59% 52
2022
Q3 		$668K Buy
20,559
+3,239
+19% +$134K 0.48% 67
2022
Q2 		$682K Buy
17,320
+8,604
+99% +$460K 0.48% 62
2022
Q1 		$609K Buy
8,716
+2,616
+43% +$191K 0.38% 81
2021
Q4 		$475K Sell
6,100
-7,974
-57% -$704K 0.28% 98
2021
Q3 		$1.34M Buy
14,074
+4,795
+52% +$506K 0.87% 40
2021
Q2 		$1.15M Buy
9,279
+665
+8% +$79.4K 0.78% 47
2021
Q1 		$1.14M Buy
8,614
+298
+4% +$40.8K 0.84% 47
2020
Q4 		$1.1M Sell
8,316
-1,089
-12% -$132K 0.88% 44
2020
Q3 		$959K Sell
9,405
-19
-0.2% -$1.64K 0.88% 44
2020
Q2 		$819K Buy
+9,424
New +$753K 0.81% 49
2020
Q1 		– Sell
-3,757
Closed -$347K – 131
2019
Q4 		$347K Buy
+3,757
New +$330K 0.34% 90

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

Values First Advisors's EXAS Position: Q1 2025 in Review

Values First Advisors sold out of Exact Sciences (EXAS) in Q1 2025, closing a stake of 7,951 shares — an estimated $447K sold.

Values First Advisors first reported a position in EXAS in Q4 2019 and held it in 20 quarters. The position peaked at $1.34M in Q3 2021. 556 funds tracked by Wall St. Rank hold EXAS as of Q1 2025.

  • Values First Advisors reported no remaining Exact Sciences position as of Q1 2025 after selling out during the quarter.
  • Values First Advisors sold 7,951 Exact Sciences shares in Q1 2025, an estimated $447K.
  • Values First Advisors first reported a position in Exact Sciences in Q4 2019 and held it in 20 quarters.
  • Values First Advisors's Exact Sciences position peaked at $1.34M in Q3 2021.
  • 556 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2025.

Based on Values First Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.