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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

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avantax Advisory Services's ACLS Position: Q3 2024 in Review

Avantax Advisory Services sold out of Axcelis (ACLS) in Q3 2024, closing a stake of 1,611 shares — an estimated $229K sold.

Avantax Advisory Services first reported a position in ACLS in Q3 2022 and held it in 4 quarters. The position peaked at $325K in Q4 2022. 368 funds tracked by Wall St. Rank hold ACLS as of Q3 2024.

  • Avantax Advisory Services reported no remaining Axcelis position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 1,611 Axcelis shares in Q3 2024, an estimated $229K.
  • Avantax Advisory Services first reported a position in Axcelis in Q3 2022 and held it in 4 quarters.
  • Avantax Advisory Services's Axcelis position peaked at $325K in Q4 2022.
  • 368 funds tracked by Wall St. Rank held Axcelis as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.