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Steward Financial Group’s Axcelis ACLS Stock Holding History

Steward Financial Group’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 		$3K Buy
+19
New +$3.34K ﹤0.01% 785
2023
Q2 		– Sell
-16
Closed -$2K – 403
2023
Q1 		$2K Buy
16
+9
+129% +$1.06K ﹤0.01% 460
2022
Q4 		$0 Buy
+7
New +$493 ﹤0.01% 520
2022
Q3 		– Sell
-7
Closed – – 65
2022
Q2 		$0 Buy
+7
New +$406 ﹤0.01% 943

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Arrowstreet Capital
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

Steward Financial Group's ACLS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Axcelis (ACLS) in Q3 2023: 19 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ACLS as recently as Q1 2023.

Steward Financial Group first reported a position in ACLS in Q2 2022 and has held it in 4 quarters since. 420 funds tracked by Wall St. Rank hold ACLS as of Q3 2023.

  • Steward Financial Group held 19 shares of Axcelis worth $3K as of Q3 2023.
  • Axcelis was a new Steward Financial Group position in Q3 2023.
  • Axcelis made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #785 holding.
  • Steward Financial Group first reported a position in Axcelis in Q2 2022 and has held it in 4 quarters since.
  • 420 funds tracked by Wall St. Rank held Axcelis as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.