TFO Wealth Partners’s Axcelis ACLS Stock Holding History

TFO Wealth Partners’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	-3	Closed	-$125	–	817
2022 Q4	$125	Buy	+3	New	+$211	﹤0.01%	724

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

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

TFO Wealth Partners's ACLS Position: Q1 2023 in Review

TFO Wealth Partners sold out of Axcelis (ACLS) in Q1 2023, closing a stake of 3 shares — an estimated $125 sold.

TFO Wealth Partners first reported a position in ACLS in Q4 2022 and held it in 1 quarter. The position peaked at $125 in Q4 2022. 378 funds tracked by Wall St. Rank hold ACLS as of Q1 2023.

TFO Wealth Partners reported no remaining Axcelis position as of Q1 2023 after selling out during the quarter.
TFO Wealth Partners sold 3 Axcelis shares in Q1 2023, an estimated $125.
TFO Wealth Partners first reported a position in Axcelis in Q4 2022 and held it in 1 quarter.
TFO Wealth Partners's Axcelis position peaked at $125 in Q4 2022.
378 funds tracked by Wall St. Rank held Axcelis as of Q1 2023.

Based on TFO Wealth Partners's 13F filing for Q1 2023, filed 3 May 2023.