KWA
JNPR

Kingswood Wealth Advisors’s Juniper Networks JNPR Stock Holding History

Kingswood Wealth Advisors’s Portfolio JNPR Stock Details JNPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-22,777
Closed -$888K – 856
2024
Q3 		$888K Buy
22,777
+68
+0.3% +$2.6K 0.06% 326
2024
Q2 		$828K Sell
22,709
-359
-2% -$12.8K 0.07% 271
2024
Q1 		$855K Sell
23,068
-294
-1% -$10.7K 0.1% 232
2023
Q4 		$689K Buy
23,362
+7,299
+45% +$201K 0.08% 275
2023
Q3 		$446K Buy
+16,063
New +$463K 0.08% 269

Other funds holding JNPR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kingswood Wealth Advisors's JNPR Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Juniper Networks (JNPR) in Q4 2024, closing a stake of 22,777 shares — an estimated $888K sold.

Kingswood Wealth Advisors first reported a position in JNPR in Q3 2023 and held it in 5 quarters. The position peaked at $888K in Q3 2024. 554 funds tracked by Wall St. Rank hold JNPR as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Juniper Networks position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 22,777 Juniper Networks shares in Q4 2024, an estimated $888K.
  • Kingswood Wealth Advisors first reported a position in Juniper Networks in Q3 2023 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Juniper Networks position peaked at $888K in Q3 2024.
  • 554 funds tracked by Wall St. Rank held Juniper Networks as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.