Juncture Wealth Strategies’s Axcelis ACLS Stock Holding History

Juncture Wealth Strategies’s Portfolio ACLS Stock Details ACLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,446	Closed	-$206K	–	121
2024 Q2	$206K	Sell	1,446 -708	-33%	-$81.6K	0.09%	110
2024 Q1	$240K	Sell	2,154 -3,458	-62%	-$412K	0.1%	98
2023 Q4	$728K	Sell	5,612 -1,892	-25%	-$261K	0.33%	56
2023 Q3	$1.22M	Buy	7,504 +1,784	+31%	+$314K	0.6%	37
2023 Q2	$1.05M	Sell	5,720 -1,457	-20%	-$210K	0.49%	35
2023 Q1	$956K	Sell	7,177 -9,016	-56%	-$1.06M	0.47%	39
2022 Q4	$1.29M	Sell	16,193 -1,272	-7%	-$89.6K	0.61%	34
2022 Q3	$1.06M	Sell	17,465 -5,805	-25%	-$375K	0.53%	37
2022 Q2	$1.28M	Sell	23,270 -1,142	-5%	-$66.2K	0.63%	33
2022 Q1	$1.84M	Buy	24,412 +167	+0.7%	+$11.4K	0.88%	27
2021 Q4	$1.81M	Buy	24,245 +391	+2%	+$23.2K	0.86%	28
2021 Q3	$1.12M	Buy	23,854 +1,584	+7%	+$68.9K	0.59%	34
2021 Q2	$981K	Buy	22,270 +3,922	+21%	+$162K	0.56%	37
2021 Q1	$701K	Sell	18,348 -553	-3%	-$20.6K	0.44%	50
2020 Q4	$550K	Sell	18,901 -294	-2%	-$7.61K	0.35%	65
2020 Q3	$422K	Buy	+19,195	New	+$489K	0.29%	77

Other funds holding ACLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return