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Glassman Wealth Services’s Axcelis ACLS Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-2
Closed -$259 – 225
2023
Q4 		$259 Sell
2
-6
-75% -$827 ﹤0.01% 1851
2023
Q3 		$1.3K Buy
8
+6
+300% +$1.05K ﹤0.01% 1469
2023
Q2 		$367 Hold
2
– – ﹤0.01% 1694
2023
Q1 		$267 Hold
2
– – ﹤0.01% 1739
2022
Q4 		$159 Hold
2
– – ﹤0.01% 1831
2022
Q3 		$0 Buy
+2
New +$129 ﹤0.01% 1619
2021
Q2 		– Sell
-60
Closed -$2K – 1429
2021
Q1 		$2K Hold
60
– – ﹤0.01% 1052
2020
Q4 		$2K Hold
60
– – ﹤0.01% 1029
2020
Q3 		$1K Hold
60
– – ﹤0.01% 1079
2020
Q2 		$2K Hold
60
– – ﹤0.01% 811
2020
Q1 		$1K Buy
+60
New +$1.39K ﹤0.01% 791

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
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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return