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WealthTrust-Arizona’s Axcelis ACLS Stock Holding History

WealthTrust-Arizona’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
2018
Q3 		– Sell
-1,200
Closed -$24K – 683
2018
Q2 		$24K Hold
1,200
– – 0.01% 230
2018
Q1 		$30K Sell
1,200
-100
-8% -$2.63K 0.02% 219
2017
Q4 		$37K Buy
1,300
+300
+30% +$9.44K 0.02% 197
2017
Q3 		$27K Hold
1,000
– – 0.01% 225
2017
Q2 		$21K Buy
+1,000
New +$21.1K 0.01% 254
2014
Q4 		– Sell
-108
Closed -$1K – 615
2014
Q3 		$1K Hold
108
– – ﹤0.01% 593
2014
Q2 		$1K Hold
108
– – ﹤0.01% 584
2014
Q1 		$1K Buy
+108
New +$993 ﹤0.01% 620

Other funds holding ACLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $2.7B AUM 22.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM