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RPg Family Wealth Advisory’s Axcelis ACLS Stock Holding History

RPg Family Wealth Advisory’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
2020
Q4 		– Sell
-642
Closed -$14.1K – 289
2020
Q3 		$14.1K Hold
642
– – 0.01% 247
2020
Q2 		$17.9K Sell
642
-197
-23% -$4.8K 0.01% 224
2020
Q1 		$15.4K Buy
839
+289
+53% +$6.71K 0.01% 213
2019
Q4 		$13.3K Buy
+550
New +$11.6K 0.01% 247
2019
Q2 		– Sell
-550
Closed -$11.1K – 280
2019
Q1 		$11.1K Buy
+550
New +$11.2K 0.01% 281

Other funds holding ACLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RPg Family Wealth Advisory's ACLS Position: Q4 2020 in Review

RPg Family Wealth Advisory sold out of Axcelis (ACLS) in Q4 2020, closing a stake of 642 shares — an estimated $14.1K sold.

RPg Family Wealth Advisory first reported a position in ACLS in Q1 2019 and held it in 5 quarters. The position peaked at $17.9K in Q2 2020. 171 funds tracked by Wall St. Rank hold ACLS as of Q4 2020.

  • RPg Family Wealth Advisory reported no remaining Axcelis position as of Q4 2020 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 642 Axcelis shares in Q4 2020, an estimated $14.1K.
  • RPg Family Wealth Advisory first reported a position in Axcelis in Q1 2019 and held it in 5 quarters.
  • RPg Family Wealth Advisory's Axcelis position peaked at $17.9K in Q2 2020.
  • 171 funds tracked by Wall St. Rank held Axcelis as of Q4 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.