Petra Financial Advisors’s Axcelis ACLS Stock Holding History

Petra Financial 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	-5,812	Closed	-$948K	–	115
2023 Q3	$948K	Sell	5,812 -70	-1%	-$12.3K	0.79%	35
2023 Q2	$1.08M	Buy	+5,882	New	+$847K	0.96%	28

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 $3.37T AUM 44.26% 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

Petra Financial Advisors's ACLS Position: Q4 2023 in Review

Petra Financial Advisors sold out of Axcelis (ACLS) in Q4 2023, closing a stake of 5,812 shares — an estimated $948K sold.

Petra Financial Advisors first reported a position in ACLS in Q2 2023 and held it in 2 quarters. The position peaked at $1.08M in Q2 2023. 421 funds tracked by Wall St. Rank hold ACLS as of Q4 2023.

Petra Financial Advisors reported no remaining Axcelis position as of Q4 2023 after selling out during the quarter.
Petra Financial Advisors sold 5,812 Axcelis shares in Q4 2023, an estimated $948K.
Petra Financial Advisors first reported a position in Axcelis in Q2 2023 and held it in 2 quarters.
Petra Financial Advisors's Axcelis position peaked at $1.08M in Q2 2023.
421 funds tracked by Wall St. Rank held Axcelis as of Q4 2023.

Based on Petra Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.