CAPTRUST Financial Advisors
AKLI

CAPTRUST Financial Advisors’s Akili Inc AKLI Stock Holding History

CAPTRUST Financial Advisors’s Portfolio AKLI Stock Details AKLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-26,669
Closed -$264K – 4288
2022
Q2 		$264K Sell
26,669
-11,312
-30% -$112K ﹤0.01% 1501
2022
Q1 		$376K Hold
37,981
– – ﹤0.01% 1306
2021
Q4 		$377K Hold
37,981
– – ﹤0.01% 1266
2021
Q3 		$378K Buy
+37,981
New +$375K ﹤0.01% 1163

Other funds holding AKLI

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
RCM
Revelation Capital Management Sausalito, California $67.4M AUM
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
PIM
Perpetual Investment Management Sydney, Australia $838M AUM 6.74% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CAPTRUST Financial Advisors's AKLI Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Akili Inc (AKLI) in Q3 2022, closing a stake of 26,669 shares — an estimated $264K sold.

CAPTRUST Financial Advisors first reported a position in AKLI in Q3 2021 and held it in 4 quarters. The position peaked at $378K in Q3 2021. 25 funds tracked by Wall St. Rank hold AKLI as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Akili Inc position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 26,669 Akili Inc shares in Q3 2022, an estimated $264K.
  • CAPTRUST Financial Advisors first reported a position in Akili Inc in Q3 2021 and held it in 4 quarters.
  • CAPTRUST Financial Advisors's Akili Inc position peaked at $378K in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Akili Inc as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.