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Next Financial Group’s Axcelis ACLS Stock Holding History

Next Financial 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
2021
Q4 		$33K Buy
437
+408
+1,407% +$24.2K ﹤0.01% 1665
2021
Q3 		$1K Hold
29
– – ﹤0.01% 2559
2021
Q2 		$1K Hold
29
– – ﹤0.01% 2479
2021
Q1 		$1K Buy
+29
New +$1.08K ﹤0.01% 2362

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's ACLS Position: Q4 2021 in Review

Next Financial Group increased its Axcelis (ACLS) stake by 1,407% in Q4 2021, buying an estimated $24.2K and bringing the position to 437 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1665.

Next Financial Group first reported a position in ACLS in Q1 2021 and has held it in 4 quarters since. 254 funds tracked by Wall St. Rank hold ACLS as of Q4 2021.

  • Next Financial Group held 437 shares of Axcelis worth $33K as of Q4 2021.
  • Next Financial Group bought 408 Axcelis shares in Q4 2021, an estimated $24.2K.
  • Axcelis made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1665 holding.
  • Next Financial Group first reported a position in Axcelis in Q1 2021 and has held it in 4 quarters since.
  • 254 funds tracked by Wall St. Rank held Axcelis as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.