Core Wealth Advisors (Florida)’s American Century Large Cap Equity ETF ACLC Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio ACLC Stock Details ACLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-200	Closed	-$13.2K	–	258
2024 Q1	$13.2K	Hold	200	–	–	﹤0.01%	168
2023 Q4	$11.9K	Hold	200	–	–	﹤0.01%	171
2023 Q3	$10.6K	Hold	200	–	–	﹤0.01%	154
2023 Q2	$11K	Hold	200	–	–	﹤0.01%	147
2023 Q1	$10.3K	Hold	200	–	–	﹤0.01%	146
2022 Q4	$9.63K	Buy	+200	New	+$9.64K	﹤0.01%	163

Other funds holding ACLC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFS

CRA Financial Services Northfield, New Jersey $868M AUM 25.66% 1-Year Est. Return

NHT

New Hampshire Trust Concord, New Hampshire $496M AUM 22.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ACLC Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of American Century Large Cap Equity ETF (ACLC) in Q2 2024, closing a stake of 200 shares — an estimated $13.2K sold.

Core Wealth Advisors (Florida) first reported a position in ACLC in Q4 2022 and held it in 6 quarters. The position peaked at $13.2K in Q1 2024. 16 funds tracked by Wall St. Rank hold ACLC as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining American Century Large Cap Equity ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 200 American Century Large Cap Equity ETF shares in Q2 2024, an estimated $13.2K.
Core Wealth Advisors (Florida) first reported a position in American Century Large Cap Equity ETF in Q4 2022 and held it in 6 quarters.
Core Wealth Advisors (Florida)'s American Century Large Cap Equity ETF position peaked at $13.2K in Q1 2024.
16 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.