WAP
EXAS

Wealthcare Advisory Partners’s Exact Sciences EXAS Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-40
Closed -$5K – 947
2021
Q1 		$5K Buy
+40
New +$5.47K ﹤0.01% 1641
2020
Q2 		– Sell
-20
Closed -$1K – 644
2020
Q1 		$1K Buy
+20
New +$1.62K ﹤0.01% 1389

Other funds holding EXAS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealthcare Advisory Partners's EXAS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Exact Sciences (EXAS) in Q2 2021, closing a stake of 40 shares — an estimated $5K sold.

Wealthcare Advisory Partners first reported a position in EXAS in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 623 funds tracked by Wall St. Rank hold EXAS as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Exact Sciences position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 40 Exact Sciences shares in Q2 2021, an estimated $5K.
  • Wealthcare Advisory Partners first reported a position in Exact Sciences in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Exact Sciences position peaked at $5K in Q1 2021.
  • 623 funds tracked by Wall St. Rank held Exact Sciences as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.