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Avantax Advisory Services’s Axcelis ACLS Stock Holding History

Avantax Advisory Services’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
Q3 		– Sell
-1,611
Closed -$229K – 2120
2024
Q2 		$229K Buy
+1,611
New +$186K ﹤0.01% 1879
2024
Q1 		– Sell
-1,665
Closed -$216K – 1652
2023
Q4 		$216K Buy
+1,665
New +$229K ﹤0.01% 1437
2023
Q1 		– Sell
-4,089
Closed -$325K – 1485
2022
Q4 		$325K Sell
4,089
-480
-11% -$33.8K ﹤0.01% 1068
2022
Q3 		$277K Buy
+4,569
New +$295K ﹤0.01% 1047

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State Street
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Primecap Management
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Geode Capital Management
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SM
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American Century Companies
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RP
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return