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Mascoma Wealth Management’s Axcelis ACLS Stock Holding History

Mascoma Wealth 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
-35
Closed -$4.98K – 456
2024
Q2 		$4.98K Hold
35
– – ﹤0.01% 410
2024
Q1 		$3.9K Hold
35
– – ﹤0.01% 400
2023
Q4 		$4.54K Hold
35
– – ﹤0.01% 398
2023
Q3 		$5.71K Hold
35
– – ﹤0.01% 381
2023
Q2 		$6.21K Hold
35
– – ﹤0.01% 370
2023
Q1 		$4.14K Hold
35
– – ﹤0.01% 495
2022
Q4 		$2.78K Buy
+35
New +$2.47K ﹤0.01% 547

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

Mascoma Wealth Management's ACLS Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Axcelis (ACLS) in Q3 2024, closing a stake of 35 shares — an estimated $4.98K sold.

Mascoma Wealth Management first reported a position in ACLS in Q4 2022 and held it in 7 quarters. The position peaked at $6.21K in Q2 2023. 368 funds tracked by Wall St. Rank hold ACLS as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Axcelis position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 35 Axcelis shares in Q3 2024, an estimated $4.98K.
  • Mascoma Wealth Management first reported a position in Axcelis in Q4 2022 and held it in 7 quarters.
  • Mascoma Wealth Management's Axcelis position peaked at $6.21K in Q2 2023.
  • 368 funds tracked by Wall St. Rank held Axcelis as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.