SteelPeak Wealth’s Axcelis ACLS Stock Holding History

SteelPeak Wealth’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 Q3	–	Hold	0	–	-$293K	–	442
2023 Q2	–	Hold	0	–	–	–	327

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

SteelPeak Wealth's ACLS Position: Q3 2023 in Review

SteelPeak Wealth sold out of Axcelis (ACLS) in Q3 2023, closing a stake of 1,512 shares — an estimated $277K sold.

SteelPeak Wealth first reported a position in ACLS in Q4 2022 and held it in 3 quarters. The position peaked at $401K in Q1 2023. 420 funds tracked by Wall St. Rank hold ACLS as of Q3 2023.

SteelPeak Wealth reported no remaining Axcelis position as of Q3 2023 after selling out during the quarter.
SteelPeak Wealth sold 1,512 Axcelis shares in Q3 2023, an estimated $277K.
SteelPeak Wealth first reported a position in Axcelis in Q4 2022 and held it in 3 quarters.
SteelPeak Wealth's Axcelis position peaked at $401K in Q1 2023.
420 funds tracked by Wall St. Rank held Axcelis as of Q3 2023.

Based on SteelPeak Wealth's 13F filing for Q3 2023, filed 3 Nov 2023.