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Cetera Advisors’s Axcelis ACLS Stock Holding History

Cetera 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
Q1 		$289K Buy
2,593
+688
+36% +$82K ﹤0.01% 1964
2023
Q4 		$247K Sell
1,905
-1,639
-46% -$226K ﹤0.01% 1526
2023
Q3 		$578K Buy
3,544
+1,909
+117% +$336K 0.01% 982
2023
Q2 		$300K Buy
+1,635
New +$235K ﹤0.01% 1313

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
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cetera Advisors's ACLS Position: Q1 2024 in Review

Cetera Advisors increased its Axcelis (ACLS) stake by 36% in Q1 2024, buying an estimated $82K and bringing the position to 2,593 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Cetera Advisors first reported a position in ACLS in Q2 2023 and has held it in 4 quarters since. The position peaked at $578K in Q3 2023. 385 funds tracked by Wall St. Rank hold ACLS as of Q1 2024.

  • Cetera Advisors held 2,593 shares of Axcelis worth $289K as of Q1 2024.
  • Cetera Advisors bought 688 Axcelis shares in Q1 2024, an estimated $82K.
  • Axcelis made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1964 holding.
  • Cetera Advisors first reported a position in Axcelis in Q2 2023 and has held it in 4 quarters since.
  • Cetera Advisors's Axcelis position peaked at $578K in Q3 2023.
  • 385 funds tracked by Wall St. Rank held Axcelis as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.