Affinity Investment Advisors’s Axcelis ACLS Stock Holding History

Affinity Investment Advisors’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
2024 Q1	–	Sell	-2,657	Closed	-$345K	–	127
2023 Q4	$345K	Buy	+2,657	New	+$366K	0.23%	135

Other funds holding ACLS

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Affinity Investment Advisors's ACLS Position: Q1 2024 in Review

Affinity Investment Advisors sold out of Axcelis (ACLS) in Q1 2024, closing a stake of 2,657 shares — an estimated $345K sold.

Affinity Investment Advisors first reported a position in ACLS in Q4 2023 and held it in 1 quarter. The position peaked at $345K in Q4 2023. 385 funds tracked by Wall St. Rank hold ACLS as of Q1 2024.

Affinity Investment Advisors reported no remaining Axcelis position as of Q1 2024 after selling out during the quarter.
Affinity Investment Advisors sold 2,657 Axcelis shares in Q1 2024, an estimated $345K.
Affinity Investment Advisors first reported a position in Axcelis in Q4 2023 and held it in 1 quarter.
Affinity Investment Advisors's Axcelis position peaked at $345K in Q4 2023.
385 funds tracked by Wall St. Rank held Axcelis as of Q1 2024.

Based on Affinity Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.