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Sterling Investment Advisors (Pennsylvania)’s Axcelis ACLS Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-6,000
Closed -$132K – 444
2020
Q3 		$132K Buy
6,000
+4,000
+200% +$102K 0.05% 144
2020
Q2 		$55K Hold
2,000
– – 0.02% 204
2020
Q1 		$36K Buy
2,000
+1,000
+100% +$23.2K 0.02% 216
2019
Q4 		$24K Sell
1,000
-1,000
-50% -$21.1K 0.01% 279
2019
Q3 		$34K Hold
2,000
– – 0.02% 245
2019
Q2 		$30K Hold
2,000
– – 0.02% 260
2019
Q1 		$40K Buy
2,000
+1,000
+100% +$20.3K 0.02% 229
2018
Q4 		$17K Sell
1,000
-2,000
-67% -$35.5K 0.01% 289
2018
Q3 		$59K Hold
3,000
– – 0.03% 206
2018
Q2 		$59K Buy
3,000
+2,000
+200% +$44K 0.03% 191
2018
Q1 		$25K Sell
1,000
-2,000
-67% -$52.5K 0.02% 262
2017
Q4 		$86K Sell
3,000
-2,000
-40% -$62.9K 0.05% 150
2017
Q3 		$137K Buy
+5,000
New +$111K 0.09% 118

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 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 $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ACLS Position: Q4 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Axcelis (ACLS) in Q4 2020, closing a stake of 6,000 shares — an estimated $132K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ACLS in Q3 2017 and held it in 13 quarters. The position peaked at $137K in Q3 2017. 171 funds tracked by Wall St. Rank hold ACLS as of Q4 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Axcelis position as of Q4 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 6,000 Axcelis shares in Q4 2020, an estimated $132K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Axcelis in Q3 2017 and held it in 13 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Axcelis position peaked at $137K in Q3 2017.
  • 171 funds tracked by Wall St. Rank held Axcelis as of Q4 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 21 Jan 2021.