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Measured Wealth Private Client Group’s Axcelis ACLS Stock Holding History

Measured Wealth Private Client Group’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
-1,415
Closed -$231K – 177
2023
Q3 		$231K Buy
+1,415
New +$249K 0.09% 151

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Measured Wealth Private Client Group's ACLS Position: Q4 2023 in Review

Measured Wealth Private Client Group sold out of Axcelis (ACLS) in Q4 2023, closing a stake of 1,415 shares — an estimated $231K sold.

Measured Wealth Private Client Group first reported a position in ACLS in Q3 2023 and held it in 1 quarter. The position peaked at $231K in Q3 2023. 421 funds tracked by Wall St. Rank hold ACLS as of Q4 2023.

  • Measured Wealth Private Client Group reported no remaining Axcelis position as of Q4 2023 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,415 Axcelis shares in Q4 2023, an estimated $231K.
  • Measured Wealth Private Client Group first reported a position in Axcelis in Q3 2023 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Axcelis position peaked at $231K in Q3 2023.
  • 421 funds tracked by Wall St. Rank held Axcelis as of Q4 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2023, filed 6 Feb 2024.