Alterna Wealth Management’s Axcelis ACLS Stock Holding History

Alterna 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 Q2	–	Sell	-1,889	Closed	-$252K	–	109
2023 Q1	$252K	Buy	+1,889	New	+$222K	0.32%	61

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alterna Wealth Management's ACLS Position: Q2 2023 in Review

Alterna Wealth Management sold out of Axcelis (ACLS) in Q2 2023, closing a stake of 1,889 shares — an estimated $252K sold.

Alterna Wealth Management first reported a position in ACLS in Q1 2023 and held it in 1 quarter. The position peaked at $252K in Q1 2023. 405 funds tracked by Wall St. Rank hold ACLS as of Q2 2023.

Alterna Wealth Management reported no remaining Axcelis position as of Q2 2023 after selling out during the quarter.
Alterna Wealth Management sold 1,889 Axcelis shares in Q2 2023, an estimated $252K.
Alterna Wealth Management first reported a position in Axcelis in Q1 2023 and held it in 1 quarter.
Alterna Wealth Management's Axcelis position peaked at $252K in Q1 2023.
405 funds tracked by Wall St. Rank held Axcelis as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.