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Westover Capital Advisors’s Axcelis ACLS Stock Holding History

Westover Capital 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
Q1 		– Sell
-3,818
Closed -$495K – 184
2023
Q4 		$495K Buy
3,818
+239
+7% +$32.9K 0.16% 102
2023
Q3 		$584K Buy
3,579
+956
+36% +$168K 0.21% 91
2023
Q2 		$481K Buy
+2,623
New +$378K 0.17% 105

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westover Capital Advisors's ACLS Position: Q1 2024 in Review

Westover Capital Advisors sold out of Axcelis (ACLS) in Q1 2024, closing a stake of 3,818 shares — an estimated $495K sold.

Westover Capital Advisors first reported a position in ACLS in Q2 2023 and held it in 3 quarters. The position peaked at $584K in Q3 2023. 385 funds tracked by Wall St. Rank hold ACLS as of Q1 2024.

  • Westover Capital Advisors reported no remaining Axcelis position as of Q1 2024 after selling out during the quarter.
  • Westover Capital Advisors sold 3,818 Axcelis shares in Q1 2024, an estimated $495K.
  • Westover Capital Advisors first reported a position in Axcelis in Q2 2023 and held it in 3 quarters.
  • Westover Capital Advisors's Axcelis position peaked at $584K in Q3 2023.
  • 385 funds tracked by Wall St. Rank held Axcelis as of Q1 2024.

Based on Westover Capital Advisors's 13F filing for Q1 2024, filed 3 May 2024.