Dakota Wealth Management’s Axcelis ACLS Stock Holding History

Dakota Wealth Management’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
2023 Q4	–	Sell	-2,786	Closed	-$454K	–	658
2023 Q3	$454K	Buy	+2,786	New	+$490K	0.02%	428

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 $3.38T AUM 44.17% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dakota Wealth Management's ACLS Position: Q4 2023 in Review

Dakota Wealth Management sold out of Axcelis (ACLS) in Q4 2023, closing a stake of 2,786 shares — an estimated $454K sold.

Dakota Wealth Management first reported a position in ACLS in Q3 2023 and held it in 1 quarter. The position peaked at $454K in Q3 2023. 421 funds tracked by Wall St. Rank hold ACLS as of Q4 2023.

Dakota Wealth Management reported no remaining Axcelis position as of Q4 2023 after selling out during the quarter.
Dakota Wealth Management sold 2,786 Axcelis shares in Q4 2023, an estimated $454K.
Dakota Wealth Management first reported a position in Axcelis in Q3 2023 and held it in 1 quarter.
Dakota Wealth Management's Axcelis position peaked at $454K in Q3 2023.
421 funds tracked by Wall St. Rank held Axcelis as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.