Moran Wealth Management’s Axcelis ACLS Stock Holding History

Moran 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
2023 Q4	–	Sell	-1,285	Closed	-$210K	–	416
2023 Q3	$210K	Buy	+1,285	New	+$226K	0.01%	351

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

Moran Wealth Management's ACLS Position: Q4 2023 in Review

Moran Wealth Management sold out of Axcelis (ACLS) in Q4 2023, closing a stake of 1,285 shares — an estimated $210K sold.

Moran Wealth Management first reported a position in ACLS in Q3 2023 and held it in 1 quarter. The position peaked at $210K in Q3 2023. 421 funds tracked by Wall St. Rank hold ACLS as of Q4 2023.

Moran Wealth Management reported no remaining Axcelis position as of Q4 2023 after selling out during the quarter.
Moran Wealth Management sold 1,285 Axcelis shares in Q4 2023, an estimated $210K.
Moran Wealth Management first reported a position in Axcelis in Q3 2023 and held it in 1 quarter.
Moran Wealth Management's Axcelis position peaked at $210K in Q3 2023.
421 funds tracked by Wall St. Rank held Axcelis as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.