Talon Private Wealth’s Axcelis ACLS Stock Holding History

Talon Private Wealth’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
2024 Q4	–	Sell	-81	Closed	-$8.49K	–	297
2024 Q3	$8.49K	Buy	+81	New	+$9.47K	﹤0.01%	193

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Talon Private Wealth's ACLS Position: Q4 2024 in Review

Talon Private Wealth sold out of Axcelis (ACLS) in Q4 2024, closing a stake of 81 shares — an estimated $8.49K sold.

Talon Private Wealth first reported a position in ACLS in Q3 2024 and held it in 1 quarter. The position peaked at $8.49K in Q3 2024. 324 funds tracked by Wall St. Rank hold ACLS as of Q4 2024.

Talon Private Wealth reported no remaining Axcelis position as of Q4 2024 after selling out during the quarter.
Talon Private Wealth sold 81 Axcelis shares in Q4 2024, an estimated $8.49K.
Talon Private Wealth first reported a position in Axcelis in Q3 2024 and held it in 1 quarter.
Talon Private Wealth's Axcelis position peaked at $8.49K in Q3 2024.
324 funds tracked by Wall St. Rank held Axcelis as of Q4 2024.

Based on Talon Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.