SWA
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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return