Symphony Financial’s Axcelis ACLS Stock Holding History

Symphony Financial’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 Q3	–	Sell	-22,220	Closed	-$619K	–	138
2020 Q2	$619K	Buy	+22,220	New	+$542K	0.3%	58

Other funds holding ACLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Symphony Financial's ACLS Position: Q3 2020 in Review

Symphony Financial sold out of Axcelis (ACLS) in Q3 2020, closing a stake of 22,220 shares — an estimated $619K sold.

Symphony Financial first reported a position in ACLS in Q2 2020 and held it in 1 quarter. The position peaked at $619K in Q2 2020. 177 funds tracked by Wall St. Rank hold ACLS as of Q3 2020.

Symphony Financial reported no remaining Axcelis position as of Q3 2020 after selling out during the quarter.
Symphony Financial sold 22,220 Axcelis shares in Q3 2020, an estimated $619K.
Symphony Financial first reported a position in Axcelis in Q2 2020 and held it in 1 quarter.
Symphony Financial's Axcelis position peaked at $619K in Q2 2020.
177 funds tracked by Wall St. Rank held Axcelis as of Q3 2020.

Based on Symphony Financial's 13F filing for Q3 2020, filed 9 Oct 2020.