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Alera Investment Advisors’s Axcelis ACLS Stock Holding History

Alera 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
2019
Q2 		– Sell
-625
Closed -$13K – 85
2019
Q1 		$13K Sell
625
-625
-50% -$12.7K 0.01% 396
2018
Q4 		$22K Buy
+1,250
New +$22.2K 0.01% 263

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Alera Investment Advisors's ACLS Position: Q2 2019 in Review

Alera Investment Advisors sold out of Axcelis (ACLS) in Q2 2019, closing a stake of 625 shares — an estimated $13K sold.

Alera Investment Advisors first reported a position in ACLS in Q4 2018 and held it in 2 quarters. The position peaked at $22K in Q4 2018. 135 funds tracked by Wall St. Rank hold ACLS as of Q2 2019.

  • Alera Investment Advisors reported no remaining Axcelis position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 625 Axcelis shares in Q2 2019, an estimated $13K.
  • Alera Investment Advisors first reported a position in Axcelis in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Axcelis position peaked at $22K in Q4 2018.
  • 135 funds tracked by Wall St. Rank held Axcelis as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.