Planned Solutions’s Axcelis ACLS Stock Holding History

Planned Solutions’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 Q4	–	Sell	-40	Closed	-$4.19K	–	117
2024 Q3	$4.19K	Buy	+40	New	+$4.68K	﹤0.01%	512

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Planned Solutions's ACLS Position: Q4 2024 in Review

Planned Solutions sold out of Axcelis (ACLS) in Q4 2024, closing a stake of 40 shares — an estimated $4.19K sold.

Planned Solutions first reported a position in ACLS in Q3 2024 and held it in 1 quarter. The position peaked at $4.19K in Q3 2024. 324 funds tracked by Wall St. Rank hold ACLS as of Q4 2024.

Planned Solutions reported no remaining Axcelis position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 40 Axcelis shares in Q4 2024, an estimated $4.19K.
Planned Solutions first reported a position in Axcelis in Q3 2024 and held it in 1 quarter.
Planned Solutions's Axcelis position peaked at $4.19K in Q3 2024.
324 funds tracked by Wall St. Rank held Axcelis as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.