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Allworth Financial’s a.k.a. Brands AKA Stock Holding History

Allworth Financial’s Portfolio AKA Stock Details AKA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-96
Closed -$3K – 2623
2022
Q2 		$3K Hold
96
– – ﹤0.01% 1867
2022
Q1 		$5K Hold
96
– – ﹤0.01% 1619
2021
Q4 		$11K Hold
96
– – ﹤0.01% 1345
2021
Q3 		$10K Buy
+96
New +$11K ﹤0.01% 1328

Other funds holding AKA

SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
MAM
Must Asset Management Seoul, South Korea $40.9M AUM 22.53% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Allworth Financial's AKA Position: Q3 2022 in Review

Allworth Financial sold out of a.k.a. Brands (AKA) in Q3 2022, closing a stake of 96 shares — an estimated $3K sold.

Allworth Financial first reported a position in AKA in Q3 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 54 funds tracked by Wall St. Rank hold AKA as of Q3 2022.

  • Allworth Financial reported no remaining a.k.a. Brands position as of Q3 2022 after selling out during the quarter.
  • Allworth Financial sold 96 a.k.a. Brands shares in Q3 2022, an estimated $3K.
  • Allworth Financial first reported a position in a.k.a. Brands in Q3 2021 and held it in 4 quarters.
  • Allworth Financial's a.k.a. Brands position peaked at $11K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held a.k.a. Brands as of Q3 2022.

Based on Allworth Financial's 13F filing for Q3 2022, filed 18 Oct 2022.