JWS
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Juncture Wealth Strategies’s inTEST INTT Stock Holding History

Juncture Wealth Strategies’s Portfolio INTT Stock Details INTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,906
Closed -$148K – 119
2023
Q4 		$148K Hold
10,906
– – 0.07% 105
2023
Q3 		$165K Sell
10,906
-12,294
-53% -$227K 0.08% 112
2023
Q2 		$609K Buy
+23,200
New +$512K 0.29% 73

Other funds holding INTT

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

Juncture Wealth Strategies's INTT Position: Q1 2024 in Review

Juncture Wealth Strategies sold out of inTEST (INTT) in Q1 2024, closing a stake of 10,906 shares — an estimated $148K sold.

Juncture Wealth Strategies first reported a position in INTT in Q2 2023 and held it in 3 quarters. The position peaked at $609K in Q2 2023. 80 funds tracked by Wall St. Rank hold INTT as of Q1 2024.

  • Juncture Wealth Strategies reported no remaining inTEST position as of Q1 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 10,906 inTEST shares in Q1 2024, an estimated $148K.
  • Juncture Wealth Strategies first reported a position in inTEST in Q2 2023 and held it in 3 quarters.
  • Juncture Wealth Strategies's inTEST position peaked at $609K in Q2 2023.
  • 80 funds tracked by Wall St. Rank held inTEST as of Q1 2024.

Based on Juncture Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.