Waverly Advisors’s Axcelis ACLS Stock Holding History

Waverly 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 Q2	–	Sell	-8,886	Closed	-$991K	–	804
2024 Q1	$991K	Buy	+8,886	New	+$1.06M	0.02%	370

Other funds holding ACLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Waverly Advisors's ACLS Position: Q2 2024 in Review

Waverly Advisors sold out of Axcelis (ACLS) in Q2 2024, closing a stake of 8,886 shares — an estimated $991K sold.

Waverly Advisors first reported a position in ACLS in Q1 2024 and held it in 1 quarter. The position peaked at $991K in Q1 2024. 392 funds tracked by Wall St. Rank hold ACLS as of Q2 2024.

Waverly Advisors reported no remaining Axcelis position as of Q2 2024 after selling out during the quarter.
Waverly Advisors sold 8,886 Axcelis shares in Q2 2024, an estimated $991K.
Waverly Advisors first reported a position in Axcelis in Q1 2024 and held it in 1 quarter.
Waverly Advisors's Axcelis position peaked at $991K in Q1 2024.
392 funds tracked by Wall St. Rank held Axcelis as of Q2 2024.

Based on Waverly Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.