CWAF
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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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return