Ellevest Inc’s Axcelis ACLS Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-15	Closed	-$2K	–	370
2023 Q1	$2K	Sell	15 -134	-90%	-$15.7K	﹤0.01%	1442
2022 Q4	$11.8K	Buy	+149	New	+$10.5K	﹤0.01%	988

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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ellevest Inc's ACLS Position: Q2 2023 in Review

Ellevest Inc sold out of Axcelis (ACLS) in Q2 2023, closing a stake of 15 shares — an estimated $2K sold.

Ellevest Inc first reported a position in ACLS in Q4 2022 and held it in 2 quarters. The position peaked at $11.8K in Q4 2022. 405 funds tracked by Wall St. Rank hold ACLS as of Q2 2023.

Ellevest Inc reported no remaining Axcelis position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 15 Axcelis shares in Q2 2023, an estimated $2K.
Ellevest Inc first reported a position in Axcelis in Q4 2022 and held it in 2 quarters.
Ellevest Inc's Axcelis position peaked at $11.8K in Q4 2022.
405 funds tracked by Wall St. Rank held Axcelis as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.