JWS
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Juncture Wealth Strategies’s Moelis & Co MC Stock Holding History

Juncture Wealth Strategies’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,800
Closed -$207K – 132
2024
Q4 		$207K Buy
+2,800
New +$203K 0.08% 123
2024
Q3 		– Sell
-4,400
Closed -$250K – 126
2024
Q2 		$250K Sell
4,400
-1,900
-30% -$103K 0.1% 93
2024
Q1 		$358K Sell
6,300
-5,299
-46% -$289K 0.15% 81
2023
Q4 		$651K Sell
11,599
-100
-0.9% -$4.7K 0.3% 62
2023
Q3 		$528K Sell
11,699
-100
-0.8% -$4.71K 0.26% 77
2023
Q2 		$535K Buy
11,799
+2,399
+26% +$95.7K 0.25% 80
2023
Q1 		$361K Buy
9,400
+3,100
+49% +$133K 0.18% 91
2022
Q4 		$242K Buy
+6,300
New +$256K 0.12% 103

Other funds holding MC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return