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Belpointe Asset Management’s Axcelis ACLS Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-320
Closed -$42.6K – 639
2023
Q1 		$42.6K Buy
320
+10
+3% +$1.18K ﹤0.01% 1797
2022
Q4 		$24.6K Buy
+310
New +$21.8K ﹤0.01% 2033

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belpointe Asset Management's ACLS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Axcelis (ACLS) in Q2 2023, closing a stake of 320 shares — an estimated $42.6K sold.

Belpointe Asset Management first reported a position in ACLS in Q4 2022 and held it in 2 quarters. The position peaked at $42.6K in Q1 2023. 405 funds tracked by Wall St. Rank hold ACLS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Axcelis position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 320 Axcelis shares in Q2 2023, an estimated $42.6K.
  • Belpointe Asset Management first reported a position in Axcelis in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Axcelis position peaked at $42.6K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Axcelis as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.