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Wealthcare Advisory Partners’s Axcelis ACLS Stock Holding History

Wealthcare Advisory Partners’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
-1,846
Closed -$262K – 872
2024
Q2 		$262K Buy
+1,846
New +$213K 0.01% 716

Other funds holding ACLS

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Vanguard Group
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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

Wealthcare Advisory Partners's ACLS Position: Q3 2024 in Review

Wealthcare Advisory Partners sold out of Axcelis (ACLS) in Q3 2024, closing a stake of 1,846 shares — an estimated $262K sold.

Wealthcare Advisory Partners first reported a position in ACLS in Q2 2024 and held it in 1 quarter. The position peaked at $262K in Q2 2024. 368 funds tracked by Wall St. Rank hold ACLS as of Q3 2024.

  • Wealthcare Advisory Partners reported no remaining Axcelis position as of Q3 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,846 Axcelis shares in Q3 2024, an estimated $262K.
  • Wealthcare Advisory Partners first reported a position in Axcelis in Q2 2024 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Axcelis position peaked at $262K in Q2 2024.
  • 368 funds tracked by Wall St. Rank held Axcelis as of Q3 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2024, filed 4 Nov 2024.