Dakota Community Bank & Trust’s American Century Large Cap Equity ETF ACLC Stock Holding History

Dakota Community Bank & Trust’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 Q1	–	Sell	-88	Closed	-$5.22K	–	124
2023 Q4	$5.22K	Hold	88	–	–	0.03%	101
2023 Q3	$4.68K	Hold	88	–	–	0.03%	102
2023 Q2	$4.86K	Hold	88	–	–	0.03%	111
2023 Q1	$4.53K	Hold	88	–	–	0.03%	99
2022 Q4	$4K	Hold	88	–	–	0.02%	109
2022 Q3	$4K	Buy	+88	New	+$4.31K	0.03%	100

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CFS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Dakota Community Bank & Trust's ACLC Position: Q1 2024 in Review

Dakota Community Bank & Trust sold out of American Century Large Cap Equity ETF (ACLC) in Q1 2024, closing a stake of 88 shares — an estimated $5.22K sold.

Dakota Community Bank & Trust first reported a position in ACLC in Q3 2022 and held it in 6 quarters. The position peaked at $5.22K in Q4 2023. 15 funds tracked by Wall St. Rank hold ACLC as of Q1 2024.

Dakota Community Bank & Trust reported no remaining American Century Large Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
Dakota Community Bank & Trust sold 88 American Century Large Cap Equity ETF shares in Q1 2024, an estimated $5.22K.
Dakota Community Bank & Trust first reported a position in American Century Large Cap Equity ETF in Q3 2022 and held it in 6 quarters.
Dakota Community Bank & Trust's American Century Large Cap Equity ETF position peaked at $5.22K in Q4 2023.
15 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q1 2024.

Based on Dakota Community Bank & Trust's 13F filing for Q1 2024, filed 11 Apr 2024.