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McGlone Suttner Wealth Management’s Axcelis ACLS Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-168
Closed -$21.8K – 173
2023
Q4 		$21.8K Buy
+168
New +$23.2K ﹤0.01% 419

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

McGlone Suttner Wealth Management's ACLS Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Axcelis (ACLS) in Q1 2024, closing a stake of 168 shares — an estimated $21.8K sold.

McGlone Suttner Wealth Management first reported a position in ACLS in Q4 2023 and held it in 1 quarter. The position peaked at $21.8K in Q4 2023. 385 funds tracked by Wall St. Rank hold ACLS as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Axcelis position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 168 Axcelis shares in Q1 2024, an estimated $21.8K.
  • McGlone Suttner Wealth Management first reported a position in Axcelis in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Axcelis position peaked at $21.8K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Axcelis as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.