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United Capital Financial Advisors’s Axcelis ACLS Stock Holding History

United Capital Financial 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
2024
Q3 		– Sell
-1,666
Closed -$237K – 1061
2024
Q2 		$237K Buy
+1,666
New +$192K ﹤0.01% 931

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
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

United Capital Financial Advisors's ACLS Position: Q3 2024 in Review

United Capital Financial Advisors sold out of Axcelis (ACLS) in Q3 2024, closing a stake of 1,666 shares — an estimated $237K sold.

United Capital Financial Advisors first reported a position in ACLS in Q2 2024 and held it in 1 quarter. The position peaked at $237K in Q2 2024. 368 funds tracked by Wall St. Rank hold ACLS as of Q3 2024.

  • United Capital Financial Advisors reported no remaining Axcelis position as of Q3 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 1,666 Axcelis shares in Q3 2024, an estimated $237K.
  • United Capital Financial Advisors first reported a position in Axcelis in Q2 2024 and held it in 1 quarter.
  • United Capital Financial Advisors's Axcelis position peaked at $237K in Q2 2024.
  • 368 funds tracked by Wall St. Rank held Axcelis as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.