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Simplicity Wealth’s Enact Holdings ACT Stock Holding History

Simplicity Wealth’s Portfolio ACT Stock Details ACT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,852
Closed -$210K – 499
2024
Q2 		$210K Buy
+6,852
New +$209K ﹤0.01% 1092

Other funds holding ACT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Bayview Asset Management Coral Gables, Florida $260M AUM 15.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Glendon Capital Management Santa Monica, California $805M AUM 17.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Simplicity Wealth's ACT Position: Q3 2024 in Review

Simplicity Wealth sold out of Enact Holdings (ACT) in Q3 2024, closing a stake of 6,852 shares — an estimated $210K sold.

Simplicity Wealth first reported a position in ACT in Q2 2024 and held it in 1 quarter. The position peaked at $210K in Q2 2024. 196 funds tracked by Wall St. Rank hold ACT as of Q3 2024.

  • Simplicity Wealth reported no remaining Enact Holdings position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 6,852 Enact Holdings shares in Q3 2024, an estimated $210K.
  • Simplicity Wealth first reported a position in Enact Holdings in Q2 2024 and held it in 1 quarter.
  • Simplicity Wealth's Enact Holdings position peaked at $210K in Q2 2024.
  • 196 funds tracked by Wall St. Rank held Enact Holdings as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.