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 $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return