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Brewin Dolphin Wealth Management’s Akebia Therapeutics AKBA Stock Holding History

Brewin Dolphin 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
Q3 		– Sell
-9,919
Closed -$135K – 293
2020
Q2 		$135K Hold
9,919
– – 0.03% 115
2020
Q1 		$75.2K Hold
9,919
– – 0.04% 97
2019
Q4 		$62.7K Hold
9,919
– – 0.03% 110
2019
Q3 		$38.9K Hold
9,919
– – 0.02% 122
2019
Q2 		$48K Hold
9,919
– – 0.03% 113
2019
Q1 		$81.2K Buy
+9,919
New +$68.1K 0.04% 93

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APM
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N
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brewin Dolphin Wealth Management's AKBA Position: Q3 2020 in Review

Brewin Dolphin Wealth Management sold out of Akebia Therapeutics (AKBA) in Q3 2020, closing a stake of 9,919 shares — an estimated $135K sold.

Brewin Dolphin Wealth Management first reported a position in AKBA in Q1 2019 and held it in 6 quarters. The position peaked at $135K in Q2 2020. 164 funds tracked by Wall St. Rank hold AKBA as of Q3 2020.

  • Brewin Dolphin Wealth Management reported no remaining Akebia Therapeutics position as of Q3 2020 after selling out during the quarter.
  • Brewin Dolphin Wealth Management sold 9,919 Akebia Therapeutics shares in Q3 2020, an estimated $135K.
  • Brewin Dolphin Wealth Management first reported a position in Akebia Therapeutics in Q1 2019 and held it in 6 quarters.
  • Brewin Dolphin Wealth Management's Akebia Therapeutics position peaked at $135K in Q2 2020.
  • 164 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q3 2020.

Based on Brewin Dolphin Wealth Management's 13F filing for Q3 2020, filed 9 Nov 2023.