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Core Wealth Advisors (Florida)’s Axcelis ACLS Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-77
Closed -$8.59K – 57
2024
Q1 		$8.59K Hold
77
– – ﹤0.01% 195
2023
Q4 		$9.99K Hold
77
– – ﹤0.01% 185
2023
Q3 		$12.6K Hold
77
– – 0.01% 140
2023
Q2 		$14.1K Hold
77
– – 0.01% 135
2023
Q1 		$10.3K Hold
77
– – ﹤0.01% 147
2022
Q4 		$6.11K Hold
77
– – ﹤0.01% 194
2022
Q3 		$5K Hold
77
– – ﹤0.01% 167
2022
Q2 		$4K Hold
77
– – ﹤0.01% 180
2022
Q1 		$6K Hold
77
– – ﹤0.01% 159
2021
Q4 		$6K Buy
+77
New +$4.56K ﹤0.01% 170

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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Core Wealth Advisors (Florida)'s ACLS Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Axcelis (ACLS) in Q2 2024, closing a stake of 77 shares — an estimated $8.59K sold.

Core Wealth Advisors (Florida) first reported a position in ACLS in Q4 2021 and held it in 10 quarters. The position peaked at $14.1K in Q2 2023. 392 funds tracked by Wall St. Rank hold ACLS as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Axcelis position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 77 Axcelis shares in Q2 2024, an estimated $8.59K.
  • Core Wealth Advisors (Florida) first reported a position in Axcelis in Q4 2021 and held it in 10 quarters.
  • Core Wealth Advisors (Florida)'s Axcelis position peaked at $14.1K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Axcelis as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.