Sutton Wealth Advisors’s Axcelis ACLS Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-351	Closed	-$27.9K	–	813
2022 Q4	$27.9K	Buy	351 +126	+56%	+$8.88K	0.01%	573
2022 Q3	$13.6K	Hold	225	–	–	0.01%	793
2022 Q2	$12.3K	Sell	225 -75	-25%	-$4.35K	﹤0.01%	833
2022 Q1	$22.7K	Buy	300 +73	+32%	+$4.99K	0.01%	671
2021 Q4	$16.9K	Buy	227 +9	+4%	+$533	0.01%	763
2021 Q3	$10.3K	Hold	218	–	–	﹤0.01%	902
2021 Q2	$8.81K	Hold	218	–	–	﹤0.01%	944
2021 Q1	$8.96K	Hold	218	–	–	﹤0.01%	915
2020 Q4	$6.35K	Hold	218	–	–	﹤0.01%	932
2020 Q3	$4.8K	Hold	218	–	–	﹤0.01%	935
2020 Q2	$6.07K	Hold	218	–	–	﹤0.01%	821
2020 Q1	$3.99K	Buy	+218	New	+$5.07K	﹤0.01%	891
2019 Q2	–	Sell	-720	Closed	-$14.5K	–	1161
2019 Q1	$14.5K	Hold	720	–	–	0.01%	683
2018 Q4	$12.8K	Buy	+720	New	+$12.8K	0.01%	672
2018 Q2	–	Sell	-364	Closed	-$8.95K	–	1127
2018 Q1	$8.95K	Buy	+364	New	+$9.56K	0.01%	840

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

Sutton Wealth Advisors's ACLS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Axcelis (ACLS) in Q1 2023, closing a stake of 351 shares — an estimated $27.9K sold.

Sutton Wealth Advisors first reported a position in ACLS in Q1 2018 and held it in 15 quarters. The position peaked at $27.9K in Q4 2022. 378 funds tracked by Wall St. Rank hold ACLS as of Q1 2023.

Sutton Wealth Advisors reported no remaining Axcelis position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 351 Axcelis shares in Q1 2023, an estimated $27.9K.
Sutton Wealth Advisors first reported a position in Axcelis in Q1 2018 and held it in 15 quarters.
Sutton Wealth Advisors's Axcelis position peaked at $27.9K in Q4 2022.
378 funds tracked by Wall St. Rank held Axcelis as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.