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Fortis Capital Advisors’s Axcelis ACLS Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-10
Closed -$1.33K – 114
2023
Q1 		$1.33K Sell
10
-2
-17% -$235 ﹤0.01% 597
2022
Q4 		$952 Buy
+12
New +$845 ﹤0.01% 615

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fortis Capital Advisors's ACLS Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Axcelis (ACLS) in Q2 2023, closing a stake of 10 shares — an estimated $1.33K sold.

Fortis Capital Advisors first reported a position in ACLS in Q4 2022 and held it in 2 quarters. The position peaked at $1.33K in Q1 2023. 405 funds tracked by Wall St. Rank hold ACLS as of Q2 2023.

  • Fortis Capital Advisors reported no remaining Axcelis position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 10 Axcelis shares in Q2 2023, an estimated $1.33K.
  • Fortis Capital Advisors first reported a position in Axcelis in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's Axcelis position peaked at $1.33K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Axcelis as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.