Ken Fisher’s American Century Large Cap Equity ETF ACLC Stock Holding History

Ken Fisher’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
2023 Q3	–	Sell	-5,258	Closed	-$290K	–	1268
2023 Q2	$290K	Buy	+5,258	New	+$276K	﹤0.01%	959

Other funds holding ACLC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $31B AUM 28.39% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFS

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

AWM

Aspire Wealth Management Waltham, Massachusetts $186M AUM 28.97% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Caldwell Trust Venice, Florida $1.24B AUM 28.29% 1-Year Est. Return

Ken Fisher's ACLC Position: Q3 2023 in Review

Ken Fisher sold out of American Century Large Cap Equity ETF (ACLC) in Q3 2023, closing a stake of 5,258 shares — an estimated $290K sold.

Ken Fisher first reported a position in ACLC in Q2 2023 and held it in 1 quarter. The position peaked at $290K in Q2 2023. 15 funds tracked by Wall St. Rank hold ACLC as of Q3 2023.

Ken Fisher reported no remaining American Century Large Cap Equity ETF position as of Q3 2023 after selling out during the quarter.
Ken Fisher sold 5,258 American Century Large Cap Equity ETF shares in Q3 2023, an estimated $290K.
Ken Fisher first reported a position in American Century Large Cap Equity ETF in Q2 2023 and held it in 1 quarter.
Ken Fisher's American Century Large Cap Equity ETF position peaked at $290K in Q2 2023.
15 funds tracked by Wall St. Rank held American Century Large Cap Equity ETF as of Q3 2023.

Based on Fisher Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.