WOSD
EXAS

WFA of San Diego’s Exact Sciences EXAS Stock Holding History

WFA of San Diego’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
Q1 		– Sell
-100
Closed -$4.95K – 172
2022
Q4 		$4.95K Buy
+100
New +$4.09K ﹤0.01% 406
2022
Q3 		– Sell
-10
Closed – – 176
2022
Q2 		$0 Buy
+10
New +$535 ﹤0.01% 413

Other funds holding EXAS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

WFA of San Diego's EXAS Position: Q1 2023 in Review

WFA of San Diego sold out of Exact Sciences (EXAS) in Q1 2023, closing a stake of 100 shares — an estimated $4.95K sold.

WFA of San Diego first reported a position in EXAS in Q2 2022 and held it in 2 quarters. The position peaked at $4.95K in Q4 2022. 584 funds tracked by Wall St. Rank hold EXAS as of Q1 2023.

  • WFA of San Diego reported no remaining Exact Sciences position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 100 Exact Sciences shares in Q1 2023, an estimated $4.95K.
  • WFA of San Diego first reported a position in Exact Sciences in Q2 2022 and held it in 2 quarters.
  • WFA of San Diego's Exact Sciences position peaked at $4.95K in Q4 2022.
  • 584 funds tracked by Wall St. Rank held Exact Sciences as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.