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Juncture Wealth Strategies’s Axcelis ACLS Stock Holding History

Juncture Wealth Strategies’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
-1,446
Closed -$206K – 121
2024
Q2 		$206K Sell
1,446
-708
-33% -$81.6K 0.09% 110
2024
Q1 		$240K Sell
2,154
-3,458
-62% -$412K 0.1% 98
2023
Q4 		$728K Sell
5,612
-1,892
-25% -$261K 0.33% 56
2023
Q3 		$1.22M Buy
7,504
+1,784
+31% +$314K 0.6% 37
2023
Q2 		$1.05M Sell
5,720
-1,457
-20% -$210K 0.49% 35
2023
Q1 		$956K Sell
7,177
-9,016
-56% -$1.06M 0.47% 39
2022
Q4 		$1.29M Sell
16,193
-1,272
-7% -$89.6K 0.61% 34
2022
Q3 		$1.06M Sell
17,465
-5,805
-25% -$375K 0.53% 37
2022
Q2 		$1.28M Sell
23,270
-1,142
-5% -$66.2K 0.63% 33
2022
Q1 		$1.84M Buy
24,412
+167
+0.7% +$11.4K 0.88% 27
2021
Q4 		$1.81M Buy
24,245
+391
+2% +$23.2K 0.86% 28
2021
Q3 		$1.12M Buy
23,854
+1,584
+7% +$68.9K 0.59% 34
2021
Q2 		$981K Buy
22,270
+3,922
+21% +$162K 0.56% 37
2021
Q1 		$701K Sell
18,348
-553
-3% -$20.6K 0.44% 50
2020
Q4 		$550K Sell
18,901
-294
-2% -$7.61K 0.35% 65
2020
Q3 		$422K Buy
+19,195
New +$489K 0.29% 77

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 $3.37T AUM 44.26% 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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Juncture Wealth Strategies's ACLS Position: Q3 2024 in Review

Juncture Wealth Strategies sold out of Axcelis (ACLS) in Q3 2024, closing a stake of 1,446 shares — an estimated $206K sold.

Juncture Wealth Strategies first reported a position in ACLS in Q3 2020 and held it in 16 quarters. The position peaked at $1.84M in Q1 2022. 368 funds tracked by Wall St. Rank hold ACLS as of Q3 2024.

  • Juncture Wealth Strategies reported no remaining Axcelis position as of Q3 2024 after selling out during the quarter.
  • Juncture Wealth Strategies sold 1,446 Axcelis shares in Q3 2024, an estimated $206K.
  • Juncture Wealth Strategies first reported a position in Axcelis in Q3 2020 and held it in 16 quarters.
  • Juncture Wealth Strategies's Axcelis position peaked at $1.84M in Q1 2022.
  • 368 funds tracked by Wall St. Rank held Axcelis as of Q3 2024.

Based on Juncture Wealth Strategies's 13F filing for Q3 2024, filed 9 Oct 2024.