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Clearstead Advisors’s Axcelis ACLS Stock Holding History

Clearstead 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
2026
Q1 		– Sell
-719
Closed -$57.8K – 2248
2025
Q4 		$57.8K Buy
719
+477
+197% +$39.9K ﹤0.01% 1340
2025
Q3 		$23.6K Hold
242
– – ﹤0.01% 1571
2025
Q2 		$16.9K Buy
242
+229
+1,762% +$13.1K ﹤0.01% 1692
2025
Q1 		$646 Hold
13
– – ﹤0.01% 2039
2024
Q4 		$909 Sell
13
-35
-73% -$2.91K ﹤0.01% 1933
2024
Q3 		$5.03K Sell
48
-49
-51% -$5.73K ﹤0.01% 1709
2024
Q2 		$13.8K Buy
97
+84
+646% +$9.68K ﹤0.01% 1473
2024
Q1 		$1.46K Sell
13
-175
-93% -$20.9K ﹤0.01% 1355
2023
Q4 		$24.4K Sell
188
-212
-53% -$29.2K ﹤0.01% 902
2023
Q3 		$65.2K Buy
+400
New +$70.4K ﹤0.01% 834

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return