WP
EXAS

WealthPLAN Partners’s Exact Sciences EXAS Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-13
Closed -$1.22K – 557
2023
Q2 		$1.22K Hold
13
– – ﹤0.01% 1125
2023
Q1 		$882 Buy
+13
New +$836 ﹤0.01% 1212

Other funds holding EXAS

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's EXAS Position: Q3 2023 in Review

WealthPLAN Partners sold out of Exact Sciences (EXAS) in Q3 2023, closing a stake of 13 shares — an estimated $1.22K sold.

WealthPLAN Partners first reported a position in EXAS in Q1 2023 and held it in 2 quarters. The position peaked at $1.22K in Q2 2023. 624 funds tracked by Wall St. Rank hold EXAS as of Q3 2023.

  • WealthPLAN Partners reported no remaining Exact Sciences position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 13 Exact Sciences shares in Q3 2023, an estimated $1.22K.
  • WealthPLAN Partners first reported a position in Exact Sciences in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Exact Sciences position peaked at $1.22K in Q2 2023.
  • 624 funds tracked by Wall St. Rank held Exact Sciences as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.