Level Four Advisory Services’s Axcelis ACLS Stock Holding History

Level Four Advisory 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
2023 Q4	–	Sell	-5,433	Closed	-$886K	–	780
2023 Q3	$886K	Sell	5,433 -181	-3%	-$31.8K	0.06%	304
2023 Q2	$1.03M	Buy	5,614 +758	+16%	+$109K	0.06%	285
2023 Q1	$647K	Buy	+4,856	New	+$571K	0.04%	367

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

Level Four Advisory Services's ACLS Position: Q4 2023 in Review

Level Four Advisory Services sold out of Axcelis (ACLS) in Q4 2023, closing a stake of 5,433 shares — an estimated $886K sold.

Level Four Advisory Services first reported a position in ACLS in Q1 2023 and held it in 3 quarters. The position peaked at $1.03M in Q2 2023. 421 funds tracked by Wall St. Rank hold ACLS as of Q4 2023.

Level Four Advisory Services reported no remaining Axcelis position as of Q4 2023 after selling out during the quarter.
Level Four Advisory Services sold 5,433 Axcelis shares in Q4 2023, an estimated $886K.
Level Four Advisory Services first reported a position in Axcelis in Q1 2023 and held it in 3 quarters.
Level Four Advisory Services's Axcelis position peaked at $1.03M in Q2 2023.
421 funds tracked by Wall St. Rank held Axcelis as of Q4 2023.

Based on Level Four Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.