TWA
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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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return