WMA
EXAS

Wealth Management Associates’s Exact Sciences EXAS Stock Holding History

Wealth Management Associates’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
-7,300
Closed -$540K – 209
2023
Q4 		$540K Hold
7,300
– – 0.29% 76
2023
Q3 		$498K Buy
7,300
+329
+5% +$27.9K 0.29% 76
2023
Q2 		$655K Sell
6,971
-252
-3% -$19.7K 0.37% 62
2023
Q1 		$490K Hold
7,223
– – 0.3% 79
2022
Q4 		$358K Sell
7,223
-795
-10% -$32.5K 0.24% 100
2022
Q3 		$261K Hold
8,018
– – 0.18% 140
2022
Q2 		$316K Hold
8,018
– – 0.22% 123
2022
Q1 		$561K Hold
8,018
– – 0.32% 77
2021
Q4 		$624K Buy
8,018
+370
+5% +$32.7K 0.34% 74
2021
Q3 		$730K Buy
7,648
+735
+11% +$77.6K 0.43% 57
2021
Q2 		$859K Hold
6,913
– – 0.49% 50
2021
Q1 		$911K Sell
6,913
-215
-3% -$29.4K 0.58% 41
2020
Q4 		$944K Sell
7,128
-900
-11% -$109K 0.62% 37
2020
Q3 		$818K Buy
8,028
+142
+2% +$12.3K 0.63% 35
2020
Q2 		$686K Sell
7,886
-750
-9% -$59.9K 0.58% 48
2020
Q1 		$501K Buy
8,636
+410
+5% +$33.3K 0.51% 50
2019
Q4 		$761K Buy
8,226
+500
+6% +$44K 0.54% 42
2019
Q3 		$698K Buy
7,726
+1,836
+31% +$209K 0.56% 40
2019
Q2 		$695K Sell
5,890
-400
-6% -$40.3K 0.69% 32
2019
Q1 		$545K Sell
6,290
-900
-13% -$76.6K 0.59% 42
2018
Q4 		$454K Buy
+7,190
New +$493K 0.61% 40

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

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

Wealth Management Associates sold out of Exact Sciences (EXAS) in Q1 2024, closing a stake of 7,300 shares — an estimated $540K sold.

Wealth Management Associates first reported a position in EXAS in Q4 2018 and held it in 21 quarters. The position peaked at $944K in Q4 2020. 626 funds tracked by Wall St. Rank hold EXAS as of Q1 2024.

  • Wealth Management Associates reported no remaining Exact Sciences position as of Q1 2024 after selling out during the quarter.
  • Wealth Management Associates sold 7,300 Exact Sciences shares in Q1 2024, an estimated $540K.
  • Wealth Management Associates first reported a position in Exact Sciences in Q4 2018 and held it in 21 quarters.
  • Wealth Management Associates's Exact Sciences position peaked at $944K in Q4 2020.
  • 626 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2024.

Based on Wealth Management Associates's 13F filing for Q1 2024, filed 28 May 2025.