Carson Wealth (CWM LLC)
AKTS

Carson Wealth (CWM LLC)’s Akoustis Technologies Inc AKTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AKTS Stock Details AKTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-206
Closed – – 5241
2024
Q2 		$0 Buy
206
+196
+1,960% +$74 ﹤0.01% 5020
2024
Q1 		$0 Buy
+10
New +$6 ﹤0.01% 4825
2023
Q4 		– Sell
-233
Closed – – 4591
2023
Q3 		$0 Buy
233
+66
+40% +$122 ﹤0.01% 4589
2023
Q2 		$1K Sell
167
-96
-37% -$294 ﹤0.01% 4113
2023
Q1 		$1K Hold
263
– – ﹤0.01% 3977
2022
Q4 		$1K Sell
263
-359
-58% -$1.13K ﹤0.01% 3898
2022
Q3 		$2K Buy
622
+394
+173% +$1.6K ﹤0.01% 3569
2022
Q2 		$1K Buy
+228
New +$1.01K ﹤0.01% 3696

Other funds holding AKTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFCM
Taylor Frigon Capital Management Scottsdale, Arizona $214M AUM 47.29% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SIG
Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return
WTG
West Tower Group Richmond, Virginia $32.1M AUM 33.19% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AKTS Position: Q3 2024 in Review

Carson Wealth (CWM LLC) sold out of Akoustis Technologies Inc (AKTS) in Q3 2024, closing a stake of 206 shares.

Carson Wealth (CWM LLC) first reported a position in AKTS in Q2 2022 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 77 funds tracked by Wall St. Rank hold AKTS as of Q3 2024.

  • Carson Wealth (CWM LLC) reported no remaining Akoustis Technologies Inc position as of Q3 2024 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 206 Akoustis Technologies Inc shares in Q3 2024.
  • Carson Wealth (CWM LLC) first reported a position in Akoustis Technologies Inc in Q2 2022 and held it in 8 quarters.
  • Carson Wealth (CWM LLC)'s Akoustis Technologies Inc position peaked at $2K in Q3 2022.
  • 77 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q3 2024.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2024, filed 8 Oct 2024.