Patriot Financial Group Insurance Agency’s Axcelis ACLS Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-60	Closed	-$3K	–	2122
2021 Q3	$3K	Buy	+60	New	+$2.61K	﹤0.01%	1813
2021 Q2	–	Sell	-450	Closed	-$18K	–	2053
2021 Q1	$18K	Hold	450	–	–	﹤0.01%	1133
2020 Q4	$13K	Hold	450	–	–	﹤0.01%	1121
2020 Q3	$10K	Buy	450 +200	+80%	+$5.1K	﹤0.01%	1024
2020 Q2	$7K	Sell	250 -527	-68%	-$12.9K	﹤0.01%	1065
2020 Q1	$14K	Hold	777	–	–	0.01%	746
2019 Q4	$19K	Hold	777	–	–	0.01%	688
2019 Q3	$13K	Hold	777	–	–	0.01%	743
2019 Q2	$12K	Hold	777	–	–	0.01%	758
2019 Q1	$16K	Hold	777	–	–	0.01%	594
2018 Q4	$14K	Hold	777	–	–	0.01%	543
2018 Q3	$15K	Buy	+777	New	+$16K	0.01%	534

Other funds holding ACLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ACLS Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of Axcelis (ACLS) in Q4 2021, closing a stake of 60 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in ACLS in Q3 2018 and held it in 12 quarters. The position peaked at $19K in Q4 2019. 254 funds tracked by Wall St. Rank hold ACLS as of Q4 2021.

Patriot Financial Group Insurance Agency reported no remaining Axcelis position as of Q4 2021 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 60 Axcelis shares in Q4 2021, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Axcelis in Q3 2018 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's Axcelis position peaked at $19K in Q4 2019.
254 funds tracked by Wall St. Rank held Axcelis as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.