Gradient Investments’s Axcelis ACLS Stock Holding History

Gradient Investments’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 Q3	–	Sell	-31	Closed	-$4.41K	–	305
2024 Q2	$4.41K	Hold	31	–	–	﹤0.01%	879
2024 Q1	$3.46K	Hold	31	–	–	﹤0.01%	774
2023 Q4	$4.02K	Hold	31	–	–	﹤0.01%	1047
2023 Q3	$5.05K	Hold	31	–	–	﹤0.01%	956
2023 Q2	$5.68K	Hold	31	–	–	﹤0.01%	933
2023 Q1	$4.13K	Hold	31	–	–	﹤0.01%	989
2022 Q4	$2.46K	Hold	31	–	–	﹤0.01%	1056
2022 Q3	$2K	Hold	31	–	–	﹤0.01%	1111
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	1018
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	1011
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	1046
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	1046
2021 Q2	$1K	Hold	31	–	–	﹤0.01%	1036
2021 Q1	$1K	Hold	31	–	–	﹤0.01%	1047
2020 Q4	$1K	Hold	31	–	–	﹤0.01%	1006
2020 Q3	$1K	Hold	31	–	–	﹤0.01%	1011
2020 Q2	$1K	Hold	31	–	–	﹤0.01%	939
2020 Q1	$1K	Hold	31	–	–	﹤0.01%	956
2019 Q4	$1K	Hold	31	–	–	﹤0.01%	981
2019 Q3	$1K	Hold	31	–	–	﹤0.01%	962
2019 Q2	$0	Buy	+31	New	+$554	﹤0.01%	1013
2019 Q1	–	Sell	-31	Closed	-$1K	–	856
2018 Q4	$1K	Hold	31	–	–	﹤0.01%	845
2018 Q3	$1K	Hold	31	–	–	﹤0.01%	874
2018 Q2	$1K	Hold	31	–	–	﹤0.01%	866
2018 Q1	$1K	Buy	+31	New	+$815	﹤0.01%	863

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

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

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

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

Gradient Investments's ACLS Position: Q3 2024 in Review

Gradient Investments sold out of Axcelis (ACLS) in Q3 2024, closing a stake of 31 shares — an estimated $4.41K sold.

Gradient Investments first reported a position in ACLS in Q1 2018 and held it in 25 quarters. The position peaked at $5.68K in Q2 2023. 368 funds tracked by Wall St. Rank hold ACLS as of Q3 2024.

Gradient Investments reported no remaining Axcelis position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 31 Axcelis shares in Q3 2024, an estimated $4.41K.
Gradient Investments first reported a position in Axcelis in Q1 2018 and held it in 25 quarters.
Gradient Investments's Axcelis position peaked at $5.68K in Q2 2023.
368 funds tracked by Wall St. Rank held Axcelis as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.