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TRUE Private Wealth Advisors’s Axcelis ACLS Stock Holding History

TRUE Private 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
2021
Q1 		– Sell
-454
Closed -$13K – 237
2020
Q4 		$13K Buy
454
+425
+1,466% +$11K ﹤0.01% 503
2020
Q3 		$0 Hold
29
– – ﹤0.01% 684
2020
Q2 		$0 Hold
29
– – ﹤0.01% 673
2020
Q1 		$0 Hold
29
– – ﹤0.01% 661
2019
Q4 		$0 Buy
+29
New +$611 ﹤0.01% 791

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

TRUE Private Wealth Advisors's ACLS Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Axcelis (ACLS) in Q1 2021, closing a stake of 454 shares — an estimated $13K sold.

TRUE Private Wealth Advisors first reported a position in ACLS in Q4 2019 and held it in 5 quarters. The position peaked at $13K in Q4 2020. 193 funds tracked by Wall St. Rank hold ACLS as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Axcelis position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 454 Axcelis shares in Q1 2021, an estimated $13K.
  • TRUE Private Wealth Advisors first reported a position in Axcelis in Q4 2019 and held it in 5 quarters.
  • TRUE Private Wealth Advisors's Axcelis position peaked at $13K in Q4 2020.
  • 193 funds tracked by Wall St. Rank held Axcelis as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.