AWM
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Avior Wealth Management’s Axcelis ACLS Stock Holding History

Avior 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
2025
Q1 		– Sell
-489
Closed -$34.2K – 755
2024
Q4 		$34.2K Buy
489
+450
+1,154% +$37.4K ﹤0.01% 1273
2024
Q3 		$4.09K Buy
+39
New +$4.56K ﹤0.01% 1843
2024
Q2 		– Sell
-131
Closed -$14.6K – 2264
2024
Q1 		$14.6K Sell
131
-1,383
-91% -$165K ﹤0.01% 1723
2023
Q4 		$196K Sell
1,514
-246
-14% -$33.9K 0.01% 523
2023
Q3 		$287K Buy
+1,760
New +$310K 0.02% 455

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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