CWM
AKTS

CarsonAllaria Wealth Management’s Akoustis Technologies Inc AKTS Stock Holding History

CarsonAllaria Wealth Management’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
2023
Q3 		– Sell
-1,905
Closed -$6.06K – 416
2023
Q2 		$6.06K Hold
1,905
– – ﹤0.01% 254
2023
Q1 		$5.87K Buy
1,905
+300
+19% +$1.05K ﹤0.01% 251
2022
Q4 		$5K Hold
1,605
– – ﹤0.01% 240
2022
Q3 		$5K Hold
1,605
– – ﹤0.01% 233
2022
Q2 		$6K Hold
1,605
– – 0.01% 224
2022
Q1 		$10K Hold
1,605
– – 0.01% 203
2021
Q4 		$11K Buy
+1,605
New +$12K 0.01% 202

Other funds holding AKTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Silverback Asset Management Chapel Hill, North Carolina $699M AUM 72.42% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 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
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CarsonAllaria Wealth Management's AKTS Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Akoustis Technologies Inc (AKTS) in Q3 2023, closing a stake of 1,905 shares — an estimated $6.06K sold.

CarsonAllaria Wealth Management first reported a position in AKTS in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 120 funds tracked by Wall St. Rank hold AKTS as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Akoustis Technologies Inc position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,905 Akoustis Technologies Inc shares in Q3 2023, an estimated $6.06K.
  • CarsonAllaria Wealth Management first reported a position in Akoustis Technologies Inc in Q4 2021 and held it in 7 quarters.
  • CarsonAllaria Wealth Management's Akoustis Technologies Inc position peaked at $11K in Q4 2021.
  • 120 funds tracked by Wall St. Rank held Akoustis Technologies Inc as of Q3 2023.

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