Great Valley Advisor Group
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Great Valley Advisor Group’s Axcelis ACLS Stock Holding History

Great Valley Advisor Group’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
-3,806
Closed -$494K – 749
2023
Q4 		$494K Sell
3,806
-2,459
-39% -$339K 0.02% 464
2023
Q3 		$1.02M Buy
6,265
+3,722
+146% +$655K 0.04% 310
2023
Q2 		$466K Buy
2,543
+176
+7% +$25.3K 0.02% 457
2023
Q1 		$315K Sell
2,367
-804
-25% -$94.5K 0.01% 532
2022
Q4 		$252K Buy
+3,171
New +$223K 0.01% 599

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Great Valley Advisor Group's ACLS Position: Q1 2024 in Review

Great Valley Advisor Group sold out of Axcelis (ACLS) in Q1 2024, closing a stake of 3,806 shares — an estimated $494K sold.

Great Valley Advisor Group first reported a position in ACLS in Q4 2022 and held it in 5 quarters. The position peaked at $1.02M in Q3 2023. 386 funds tracked by Wall St. Rank hold ACLS as of Q1 2024.

  • Great Valley Advisor Group reported no remaining Axcelis position as of Q1 2024 after selling out during the quarter.
  • Great Valley Advisor Group sold 3,806 Axcelis shares in Q1 2024, an estimated $494K.
  • Great Valley Advisor Group first reported a position in Axcelis in Q4 2022 and held it in 5 quarters.
  • Great Valley Advisor Group's Axcelis position peaked at $1.02M in Q3 2023.
  • 386 funds tracked by Wall St. Rank held Axcelis as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.