CFM Wealth Partners’s Axcelis ACLS Stock Holding History

CFM Wealth Partners’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 Q4	–	Sell	-26,041	Closed	-$2.73M	–	140
2024 Q3	$2.73M	Sell	26,041 -36	-0.1%	-$4.21K	0.48%	49
2024 Q2	$3.71M	Sell	26,077 -186	-0.7%	-$21.4K	0.68%	35
2024 Q1	$2.93M	Sell	26,263 -246	-0.9%	-$29.3K	0.59%	45
2023 Q4	$3.44M	Sell	26,509 -66	-0.2%	-$9.1K	0.78%	33
2023 Q3	$4.33M	Buy	26,575 +59	+0.2%	+$10.4K	1.14%	21
2023 Q2	$4.86M	Sell	26,516 -602	-2%	-$86.7K	1.18%	18
2023 Q1	$3.61M	Sell	27,118 -46	-0.2%	-$5.4K	0.97%	25
2022 Q4	$2.16M	Buy	27,164 +63	+0.2%	+$4.44K	0.65%	46
2022 Q3	$1.64M	Buy	27,101 +312	+1%	+$20.2K	0.52%	51
2022 Q2	$1.47M	Sell	26,789 -652	-2%	-$37.8K	0.44%	59
2022 Q1	$2.07M	Sell	27,441 -746	-3%	-$51K	0.5%	53
2021 Q4	$2.16M	Buy	+28,187	New	+$1.67M	0.48%	53

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

CFM Wealth Partners's ACLS Position: Q4 2024 in Review

CFM Wealth Partners sold out of Axcelis (ACLS) in Q4 2024, closing a stake of 26,041 shares — an estimated $2.73M sold.

CFM Wealth Partners first reported a position in ACLS in Q4 2021 and held it in 12 quarters. The position peaked at $4.86M in Q2 2023. 324 funds tracked by Wall St. Rank hold ACLS as of Q4 2024.

CFM Wealth Partners reported no remaining Axcelis position as of Q4 2024 after selling out during the quarter.
CFM Wealth Partners sold 26,041 Axcelis shares in Q4 2024, an estimated $2.73M.
CFM Wealth Partners first reported a position in Axcelis in Q4 2021 and held it in 12 quarters.
CFM Wealth Partners's Axcelis position peaked at $4.86M in Q2 2023.
324 funds tracked by Wall St. Rank held Axcelis as of Q4 2024.

Based on CFM Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.