AE Wealth Management’s Akebia Therapeutics AKBA Stock Holding History

AE Wealth Management’s Portfolio AKBA Stock Details AKBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-10,300	Closed	-$23K	–	1661
2021 Q4	$23K	Hold	10,300	–	–	﹤0.01%	1677
2021 Q3	$30K	Hold	10,300	–	–	﹤0.01%	1587
2021 Q2	$39K	Buy	10,300 +300	+3%	+$1.01K	﹤0.01%	1549
2021 Q1	$34K	Sell	10,000 -58	-0.6%	-$209	﹤0.01%	1456
2020 Q4	$28K	Buy	+10,058	New	+$29.4K	﹤0.01%	1338

Other funds holding AKBA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

OCM

Orchard Capital Management Chicago, Illinois $95.9M AUM 45.49% 1-Year Est. Return

AE Wealth Management's AKBA Position: Q1 2022 in Review

AE Wealth Management sold out of Akebia Therapeutics (AKBA) in Q1 2022, closing a stake of 10,300 shares — an estimated $23K sold.

AE Wealth Management first reported a position in AKBA in Q4 2020 and held it in 5 quarters. The position peaked at $39K in Q2 2021. 124 funds tracked by Wall St. Rank hold AKBA as of Q1 2022.

AE Wealth Management reported no remaining Akebia Therapeutics position as of Q1 2022 after selling out during the quarter.
AE Wealth Management sold 10,300 Akebia Therapeutics shares in Q1 2022, an estimated $23K.
AE Wealth Management first reported a position in Akebia Therapeutics in Q4 2020 and held it in 5 quarters.
AE Wealth Management's Akebia Therapeutics position peaked at $39K in Q2 2021.
124 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q1 2022.

Based on AE Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.