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OneDigital Investment Advisors’s Axcelis ACLS Stock Holding History

OneDigital Investment Advisors’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
-1,338
Closed -$218K – 1105
2023
Q3 		$218K Sell
1,338
-107
-7% -$18.8K ﹤0.01% 911
2023
Q2 		$265K Buy
+1,445
New +$208K 0.01% 867

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

OneDigital Investment Advisors's ACLS Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Axcelis (ACLS) in Q4 2023, closing a stake of 1,338 shares — an estimated $218K sold.

OneDigital Investment Advisors first reported a position in ACLS in Q2 2023 and held it in 2 quarters. The position peaked at $265K in Q2 2023. 420 funds tracked by Wall St. Rank hold ACLS as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Axcelis position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,338 Axcelis shares in Q4 2023, an estimated $218K.
  • OneDigital Investment Advisors first reported a position in Axcelis in Q2 2023 and held it in 2 quarters.
  • OneDigital Investment Advisors's Axcelis position peaked at $265K in Q2 2023.
  • 420 funds tracked by Wall St. Rank held Axcelis as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.