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Bartlett & Co Wealth Management’s Akebia Therapeutics AKBA Stock Holding History

Bartlett & Co 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
2020
Q1 		– Sell
-500
Closed -$3.29K – 844
2019
Q4 		$3.29K Hold
500
– – ﹤0.01% 792
2019
Q3 		$1.96K Buy
+500
New +$2.14K ﹤0.01% 826

Other funds holding AKBA

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co Wealth Management's AKBA Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of Akebia Therapeutics (AKBA) in Q1 2020, closing a stake of 500 shares — an estimated $3.29K sold.

Bartlett & Co Wealth Management first reported a position in AKBA in Q3 2019 and held it in 2 quarters. The position peaked at $3.29K in Q4 2019. 155 funds tracked by Wall St. Rank hold AKBA as of Q1 2020.

  • Bartlett & Co Wealth Management reported no remaining Akebia Therapeutics position as of Q1 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 500 Akebia Therapeutics shares in Q1 2020, an estimated $3.29K.
  • Bartlett & Co Wealth Management first reported a position in Akebia Therapeutics in Q3 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Akebia Therapeutics position peaked at $3.29K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.