U.S. Capital Wealth Advisors
ACLS icon

U.S. Capital Wealth Advisors’s Axcelis ACLS Stock Holding History

U.S. Capital 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
Q1 		– Sell
-15
Closed -$1.19K – 641
2022
Q4 		$1.19K Buy
+15
New +$1.06K ﹤0.01% 1525

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Driehaus Capital Management
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

U.S. Capital Wealth Advisors's ACLS Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Axcelis (ACLS) in Q1 2023, closing a stake of 15 shares — an estimated $1.19K sold.

U.S. Capital Wealth Advisors first reported a position in ACLS in Q4 2022 and held it in 1 quarter. The position peaked at $1.19K in Q4 2022. 378 funds tracked by Wall St. Rank hold ACLS as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Axcelis position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 15 Axcelis shares in Q1 2023, an estimated $1.19K.
  • U.S. Capital Wealth Advisors first reported a position in Axcelis in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Axcelis position peaked at $1.19K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Axcelis as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.