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Avantax Planning Partners’s Akamai AKAM Stock Holding History

Avantax Planning Partners’s Portfolio AKAM Stock Details AKAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-420
Closed -$31K – 306
2018
Q3 		$31K Buy
+420
New +$31.6K ﹤0.01% 595
2018
Q2 		– Sell
-345
Closed -$24K – 276
2018
Q1 		$24K Buy
+345
New +$23.5K ﹤0.01% 704

Other funds holding AKAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avantax Planning Partners's AKAM Position: Q4 2018 in Review

Avantax Planning Partners sold out of Akamai (AKAM) in Q4 2018, closing a stake of 420 shares — an estimated $31K sold.

Avantax Planning Partners first reported a position in AKAM in Q1 2018 and held it in 2 quarters. The position peaked at $31K in Q3 2018. 564 funds tracked by Wall St. Rank hold AKAM as of Q4 2018.

  • Avantax Planning Partners reported no remaining Akamai position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 420 Akamai shares in Q4 2018, an estimated $31K.
  • Avantax Planning Partners first reported a position in Akamai in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Akamai position peaked at $31K in Q3 2018.
  • 564 funds tracked by Wall St. Rank held Akamai as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.