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Toth Financial Advisory’s Axcelis ACLS Stock Holding History

Toth Financial Advisory’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
2025
Q1 		– Sell
-150
Closed -$10.5K – 713
2024
Q4 		$10.5K Hold
150
– – ﹤0.01% 450
2024
Q3 		$15.7K Hold
150
– – ﹤0.01% 412
2024
Q2 		$21.3K Hold
150
– – ﹤0.01% 388
2024
Q1 		$16.7K Hold
150
– – ﹤0.01% 401
2023
Q4 		$19.5K Hold
150
– – ﹤0.01% 394
2023
Q3 		$24.5K Hold
150
– – ﹤0.01% 347
2023
Q2 		$27.5K Hold
150
– – ﹤0.01% 341
2023
Q1 		$20K Hold
150
– – ﹤0.01% 384
2022
Q4 		$11.9K Hold
150
– – ﹤0.01% 426
2022
Q3 		$9K Hold
150
– – ﹤0.01% 466
2022
Q2 		$8K Hold
150
– – ﹤0.01% 461
2022
Q1 		$11K Buy
+150
New +$10.2K ﹤0.01% 459

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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return