Baldwin Wealth Partners’s Akebia Therapeutics AKBA Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-561	Closed	-$741	–	257
2024 Q3	$741	Hold	561	–	–	﹤0.01%	1018
2024 Q2	$572	Hold	561	–	–	﹤0.01%	733
2024 Q1	$1.03K	Hold	561	–	–	﹤0.01%	660
2023 Q4	$696	Hold	561	–	–	﹤0.01%	692
2023 Q3	$640	Hold	561	–	–	﹤0.01%	719
2023 Q2	$513	Hold	561	–	–	﹤0.01%	739
2023 Q1	$314	Hold	561	–	–	﹤0.01%	786
2022 Q4	$324	Hold	561	–	–	﹤0.01%	769
2022 Q3	$0	Hold	561	–	–	﹤0.01%	661
2022 Q2	$0	Hold	561	–	–	﹤0.01%	685
2022 Q1	$0	Hold	561	–	–	﹤0.01%	666
2021 Q4	$1K	Hold	561	–	–	﹤0.01%	610
2021 Q3	$2K	Hold	561	–	–	﹤0.01%	614
2021 Q2	$2K	Hold	561	–	–	﹤0.01%	622
2021 Q1	$2K	Hold	561	–	–	﹤0.01%	592
2020 Q4	$2K	Hold	561	–	–	﹤0.01%	525
2020 Q3	$1K	Hold	561	–	–	﹤0.01%	516
2020 Q2	$8K	Hold	561	–	–	﹤0.01%	438
2020 Q1	$4K	Sell	561 -748	-57%	-$5.82K	﹤0.01%	478
2019 Q4	$8K	Hold	1,309	–	–	﹤0.01%	465
2019 Q3	$5K	Hold	1,309	–	–	﹤0.01%	474
2019 Q2	$6K	Hold	1,309	–	–	﹤0.01%	463
2019 Q1	$11K	Sell	1,309 -187	-13%	-$1.28K	﹤0.01%	445
2018 Q4	$8K	Buy	+1,496	New	+$11.7K	﹤0.01%	451

Other funds holding AKBA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Baldwin Wealth Partners's AKBA Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Akebia Therapeutics (AKBA) in Q4 2024, closing a stake of 561 shares — an estimated $741 sold.

Baldwin Wealth Partners first reported a position in AKBA in Q4 2018 and held it in 24 quarters. The position peaked at $11K in Q1 2019. 121 funds tracked by Wall St. Rank hold AKBA as of Q4 2024.

Baldwin Wealth Partners reported no remaining Akebia Therapeutics position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 561 Akebia Therapeutics shares in Q4 2024, an estimated $741.
Baldwin Wealth Partners first reported a position in Akebia Therapeutics in Q4 2018 and held it in 24 quarters.
Baldwin Wealth Partners's Akebia Therapeutics position peaked at $11K in Q1 2019.
121 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.