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Perigon Wealth Management’s Axcelis ACLS Stock Holding History

Perigon 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
2024
Q1 		– Sell
-18,358
Closed -$2.38M – 856
2023
Q4 		$2.38M Sell
18,358
-61
-0.3% -$8.41K 0.08% 210
2023
Q3 		$3M Sell
18,419
-48
-0.3% -$8.44K 0.12% 164
2023
Q2 		$3.39M Buy
18,467
+1,490
+9% +$215K 0.13% 151
2023
Q1 		$2.26M Buy
16,977
+2,533
+18% +$298K 0.13% 167
2022
Q4 		$1.15M Buy
14,444
+5,471
+61% +$385K 0.07% 247
2022
Q3 		$543K Buy
8,973
+5,331
+146% +$344K 0.05% 316
2022
Q2 		$200K Buy
+3,642
New +$211K 0.02% 541

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return