Kingswood Wealth Advisors’s Axcelis ACLS Stock Holding History

Kingswood Wealth 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 Q4	–	Sell	-1,926	Closed	-$314K	–	640
2023 Q3	$314K	Sell	1,926 -110	-5%	-$19.3K	0.05%	322
2023 Q2	$373K	Buy	+2,036	New	+$293K	0.12%	170

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 $3.38T AUM 44.17% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Kingswood Wealth Advisors's ACLS Position: Q4 2023 in Review

Kingswood Wealth Advisors sold out of Axcelis (ACLS) in Q4 2023, closing a stake of 1,926 shares — an estimated $314K sold.

Kingswood Wealth Advisors first reported a position in ACLS in Q2 2023 and held it in 2 quarters. The position peaked at $373K in Q2 2023. 421 funds tracked by Wall St. Rank hold ACLS as of Q4 2023.

Kingswood Wealth Advisors reported no remaining Axcelis position as of Q4 2023 after selling out during the quarter.
Kingswood Wealth Advisors sold 1,926 Axcelis shares in Q4 2023, an estimated $314K.
Kingswood Wealth Advisors first reported a position in Axcelis in Q2 2023 and held it in 2 quarters.
Kingswood Wealth Advisors's Axcelis position peaked at $373K in Q2 2023.
421 funds tracked by Wall St. Rank held Axcelis as of Q4 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.