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B. Riley Wealth Advisors’s Axcelis ACLS Stock Holding History

B. Riley Wealth Advisors’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
Q2 		– Sell
-4,102
Closed -$669K – 1383
2024
Q1 		$669K Buy
4,102
+49
+1% +$5.84K 0.02% 659
2023
Q4 		$526K Sell
4,053
-49
-1% -$6.75K 0.01% 782
2023
Q3 		$669K Sell
4,102
-725
-15% -$128K 0.02% 659
2023
Q2 		$885K Buy
+4,827
New +$695K 0.02% 606

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

B. Riley Wealth Advisors's ACLS Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Axcelis (ACLS) in Q2 2024, closing a stake of 4,102 shares — an estimated $669K sold.

B. Riley Wealth Advisors first reported a position in ACLS in Q2 2023 and held it in 4 quarters. The position peaked at $885K in Q2 2023. 392 funds tracked by Wall St. Rank hold ACLS as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Axcelis position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,102 Axcelis shares in Q2 2024, an estimated $669K.
  • B. Riley Wealth Advisors first reported a position in Axcelis in Q2 2023 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Axcelis position peaked at $885K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Axcelis as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.