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Carolinas Wealth Consulting’s Axcelis ACLS Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-14
Closed -$1.11K – 1061
2022
Q4 		$1.11K Buy
+14
New +$986 ﹤0.01% 882

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carolinas Wealth Consulting's ACLS Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Axcelis (ACLS) in Q1 2023, closing a stake of 14 shares — an estimated $1.11K sold.

Carolinas Wealth Consulting first reported a position in ACLS in Q4 2022 and held it in 1 quarter. The position peaked at $1.11K in Q4 2022. 378 funds tracked by Wall St. Rank hold ACLS as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining Axcelis position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 Axcelis shares in Q1 2023, an estimated $1.11K.
  • Carolinas Wealth Consulting first reported a position in Axcelis in Q4 2022 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Axcelis position peaked at $1.11K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Axcelis as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.