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AKTS

Avantax Planning Partners’s Akoustis Technologies Inc AKTS Stock Holding History

Avantax Planning Partners’s Portfolio AKTS Stock Details AKTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,700
Closed -$7.51K – 494
2024
Q1 		$7.51K Buy
+12,700
New +$8.2K ﹤0.01% 463

Other funds holding AKTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's AKTS Position: Q2 2024 in Review

Avantax Planning Partners sold out of Akoustis Technologies Inc (AKTS) in Q2 2024, closing a stake of 12,700 shares — an estimated $7.51K sold.

Avantax Planning Partners first reported a position in AKTS in Q1 2024 and held it in 1 quarter. The position peaked at $7.51K in Q1 2024. 91 funds tracked by Wall St. Rank hold AKTS as of Q2 2024.

  • Avantax Planning Partners reported no remaining Akoustis Technologies Inc position as of Q2 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 12,700 Akoustis Technologies Inc shares in Q2 2024, an estimated $7.51K.
  • Avantax Planning Partners first reported a position in Akoustis Technologies Inc in Q1 2024 and held it in 1 quarter.
  • Avantax Planning Partners's Akoustis Technologies Inc position peaked at $7.51K in Q1 2024.
  • 91 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.