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Rockbridge Investment Management’s Axcelis ACLS Stock Holding History

Rockbridge Investment 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
2022
Q2 		– Sell
-65
Closed -$4.65K – 647
2022
Q1 		$4.65K Hold
65
– – ﹤0.01% 634
2021
Q4 		$5K Hold
65
– – ﹤0.01% 652
2021
Q3 		$3K Hold
65
– – ﹤0.01% 636
2021
Q2 		$3K Hold
65
– – ﹤0.01% 633
2021
Q1 		$3K Buy
+65
New +$2.42K ﹤0.01% 607

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rockbridge Investment Management's ACLS Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Axcelis (ACLS) in Q2 2022, closing a stake of 65 shares — an estimated $4.65K sold.

Rockbridge Investment Management first reported a position in ACLS in Q1 2021 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 276 funds tracked by Wall St. Rank hold ACLS as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Axcelis position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 65 Axcelis shares in Q2 2022, an estimated $4.65K.
  • Rockbridge Investment Management first reported a position in Axcelis in Q1 2021 and held it in 5 quarters.
  • Rockbridge Investment Management's Axcelis position peaked at $5K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Axcelis as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.