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Lifestyle Asset Management’s Axcelis ACLS Stock Holding History

Lifestyle Asset Management’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
-2,358
Closed -$335K – 105
2024
Q2 		$335K Buy
+2,358
New +$272K 0.19% 65
2023
Q4 		– Sell
-1,481
Closed -$241K – 98
2023
Q3 		$241K Sell
1,481
-125
-8% -$22K 0.15% 63
2023
Q2 		$294K Sell
1,606
-29
-2% -$4.17K 0.18% 51
2023
Q1 		$218K Buy
+1,635
New +$192K 0.15% 69

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

Lifestyle Asset Management's ACLS Position: Q3 2024 in Review

Lifestyle Asset Management sold out of Axcelis (ACLS) in Q3 2024, closing a stake of 2,358 shares — an estimated $335K sold.

Lifestyle Asset Management first reported a position in ACLS in Q1 2023 and held it in 4 quarters. The position peaked at $335K in Q2 2024. 368 funds tracked by Wall St. Rank hold ACLS as of Q3 2024.

  • Lifestyle Asset Management reported no remaining Axcelis position as of Q3 2024 after selling out during the quarter.
  • Lifestyle Asset Management sold 2,358 Axcelis shares in Q3 2024, an estimated $335K.
  • Lifestyle Asset Management first reported a position in Axcelis in Q1 2023 and held it in 4 quarters.
  • Lifestyle Asset Management's Axcelis position peaked at $335K in Q2 2024.
  • 368 funds tracked by Wall St. Rank held Axcelis as of Q3 2024.

Based on Lifestyle Asset Management's 13F filing for Q3 2024, filed 31 Oct 2024.