Juncture Wealth Strategies’s Rapid7 RPD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,904	Closed	-$737K	–	125
2023 Q4	$737K	Sell	12,904 -8,728	-40%	-$456K	0.33%	55
2023 Q3	$990K	Buy	21,632 +559	+3%	+$25.8K	0.48%	42
2023 Q2	$954K	Buy	+21,073	New	+$977K	0.45%	40
2022 Q3	–	Sell	-6,157	Closed	-$411K	–	116
2022 Q2	$411K	Sell	6,157 -3,400	-36%	-$281K	0.2%	77
2022 Q1	$1.06M	Buy	9,557 +1,126	+13%	+$113K	0.51%	39
2021 Q4	$992K	Buy	8,431 +650	+8%	+$80.2K	0.47%	49
2021 Q3	$879K	Buy	7,781 +509	+7%	+$57.7K	0.46%	46
2021 Q2	$794K	Buy	7,272 +1,208	+20%	+$102K	0.46%	52
2021 Q1	$445K	Buy	6,064 +607	+11%	+$50.4K	0.28%	76
2020 Q4	$492K	Sell	5,457 -97	-2%	-$6.94K	0.31%	72
2020 Q3	$340K	Buy	5,554 +694	+14%	+$41.2K	0.23%	93
2020 Q2	$248K	Buy	+4,860	New	+$226K	0.19%	92

Other funds holding RPD

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return