CFA
AKCA

Carroll Financial Associates’s Akcea Therapeutics Inc AKCA Stock Holding History

Carroll Financial Associates’s Portfolio AKCA Stock Details AKCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-275
Closed -$3K – 1770
2020
Q2 		$3K Hold
275
– – ﹤0.01% 1332
2020
Q1 		$3K Buy
275
+175
+175% +$2.87K ﹤0.01% 1270
2019
Q4 		$1K Hold
100
– – ﹤0.01% 1504
2019
Q3 		$1K Buy
+100
New +$2.13K ﹤0.01% 1487

Other funds holding AKCA

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carroll Financial Associates's AKCA Position: Q3 2020 in Review

Carroll Financial Associates sold out of Akcea Therapeutics Inc (AKCA) in Q3 2020, closing a stake of 275 shares — an estimated $3K sold.

Carroll Financial Associates first reported a position in AKCA in Q3 2019 and held it in 4 quarters. The position peaked at $3K in Q2 2020. 98 funds tracked by Wall St. Rank hold AKCA as of Q3 2020.

  • Carroll Financial Associates reported no remaining Akcea Therapeutics Inc position as of Q3 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 275 Akcea Therapeutics Inc shares in Q3 2020, an estimated $3K.
  • Carroll Financial Associates first reported a position in Akcea Therapeutics Inc in Q3 2019 and held it in 4 quarters.
  • Carroll Financial Associates's Akcea Therapeutics Inc position peaked at $3K in Q2 2020.
  • 98 funds tracked by Wall St. Rank held Akcea Therapeutics Inc as of Q3 2020.

Based on Carroll Financial Associates's 13F filing for Q3 2020, filed 6 Oct 2020.