AWM
ACLS icon

Accurate Wealth Management’s Axcelis ACLS Stock Holding History

Accurate Wealth Management’s Portfolio ACLS Stock Details ACLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-80
Closed -$7.45K – 260
2022
Q4 		$7.45K Buy
+80
New +$5.64K ﹤0.01% 935

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Accurate Wealth Management's ACLS Position: Q1 2023 in Review

Accurate Wealth Management sold out of Axcelis (ACLS) in Q1 2023, closing a stake of 80 shares — an estimated $7.45K sold.

Accurate Wealth Management first reported a position in ACLS in Q4 2022 and held it in 1 quarter. The position peaked at $7.45K in Q4 2022. 378 funds tracked by Wall St. Rank hold ACLS as of Q1 2023.

  • Accurate Wealth Management reported no remaining Axcelis position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 80 Axcelis shares in Q1 2023, an estimated $7.45K.
  • Accurate Wealth Management first reported a position in Axcelis in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Axcelis position peaked at $7.45K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Axcelis as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.