Avior Wealth Management
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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Avior Wealth Management's ACLS Position: Q1 2025 in Review

Avior Wealth Management sold out of Axcelis (ACLS) in Q1 2025, closing a stake of 489 shares — an estimated $34.2K sold.

Avior Wealth Management first reported a position in ACLS in Q3 2023 and held it in 5 quarters. The position peaked at $287K in Q3 2023. 307 funds tracked by Wall St. Rank hold ACLS as of Q1 2025.

  • Avior Wealth Management reported no remaining Axcelis position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 489 Axcelis shares in Q1 2025, an estimated $34.2K.
  • Avior Wealth Management first reported a position in Axcelis in Q3 2023 and held it in 5 quarters.
  • Avior Wealth Management's Axcelis position peaked at $287K in Q3 2023.
  • 307 funds tracked by Wall St. Rank held Axcelis as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.