TWM
ACLS icon

TriaGen Wealth Management’s Axcelis ACLS Stock Holding History

TriaGen Wealth Management’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
Q1 		– Sell
-3,812
Closed -$494K – 162
2023
Q4 		$494K Buy
3,812
+1,136
+42% +$157K 0.24% 92
2023
Q3 		$436K Buy
+2,676
New +$471K 0.22% 98
2022
Q2 		– Sell
-6,279
Closed -$474K – 154
2022
Q1 		$474K Buy
+6,279
New +$429K 0.25% 101

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TriaGen Wealth Management's ACLS Position: Q1 2024 in Review

TriaGen Wealth Management sold out of Axcelis (ACLS) in Q1 2024, closing a stake of 3,812 shares — an estimated $494K sold.

TriaGen Wealth Management first reported a position in ACLS in Q1 2022 and held it in 3 quarters. The position peaked at $494K in Q4 2023. 385 funds tracked by Wall St. Rank hold ACLS as of Q1 2024.

  • TriaGen Wealth Management reported no remaining Axcelis position as of Q1 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,812 Axcelis shares in Q1 2024, an estimated $494K.
  • TriaGen Wealth Management first reported a position in Axcelis in Q1 2022 and held it in 3 quarters.
  • TriaGen Wealth Management's Axcelis position peaked at $494K in Q4 2023.
  • 385 funds tracked by Wall St. Rank held Axcelis as of Q1 2024.

Based on TriaGen Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.