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TCI Wealth Advisors’s Axcelis ACLS Stock Holding History

TCI 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
Q2 		– Sell
-239
Closed -$31.8K – 220
2023
Q1 		$31.8K Buy
239
+1
+0.4% +$117 ﹤0.01% 548
2022
Q4 		$18.9K Hold
238
– – ﹤0.01% 725
2022
Q3 		$14K Buy
238
+80
+51% +$5.17K ﹤0.01% 814
2022
Q2 		$9K Hold
158
– – ﹤0.01% 1052
2022
Q1 		$12K Hold
158
– – ﹤0.01% 955
2021
Q4 		$12K Hold
158
– – ﹤0.01% 1004
2021
Q3 		$7K Hold
158
– – ﹤0.01% 1323
2021
Q2 		$6K Buy
158
+95
+151% +$3.94K ﹤0.01% 1271
2021
Q1 		$3K Buy
+63
New +$2.35K ﹤0.01% 1473
2018
Q1 		– Sell
-33
Closed -$1K – 1339
2017
Q4 		$1K Buy
+33
New +$1.04K ﹤0.01% 1122
2016
Q1 		– Sell
-3
Closed – – 1317
2015
Q4 		$0 Buy
+3
New +$32 ﹤0.01% 1017

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
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
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

TCI Wealth Advisors's ACLS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Axcelis (ACLS) in Q2 2023, closing a stake of 239 shares — an estimated $31.8K sold.

TCI Wealth Advisors first reported a position in ACLS in Q4 2015 and held it in 11 quarters. The position peaked at $31.8K in Q1 2023. 405 funds tracked by Wall St. Rank hold ACLS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Axcelis position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 239 Axcelis shares in Q2 2023, an estimated $31.8K.
  • TCI Wealth Advisors first reported a position in Axcelis in Q4 2015 and held it in 11 quarters.
  • TCI Wealth Advisors's Axcelis position peaked at $31.8K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held Axcelis as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.