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Atria Wealth Solutions’s Axcelis ACLS Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$524K Buy
+7,187
New +$410K 0.01% 893
2024
Q3 		– Sell
-8,668
Closed -$1.23M – 1915
2024
Q2 		$1.23M Buy
8,668
+1,362
+19% +$157K 0.01% 807
2024
Q1 		$815K Sell
7,306
-3,205
-30% -$382K 0.01% 1007
2023
Q4 		$1.36M Sell
10,511
-1,355
-11% -$187K 0.02% 749
2023
Q3 		$1.93M Buy
11,866
+290
+3% +$51K 0.03% 572
2023
Q2 		$2.12M Buy
11,576
+481
+4% +$69.2K 0.03% 546
2023
Q1 		$1.48M Buy
+11,095
New +$1.3M 0.02% 651

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return